The (https://www.cnbc.com/2026/07/28/us-strategic-petroleum-reserve-spr-iran-oil-strait-hormuz.html) isn't a headline about energy abundance—it's a headline about policy fragility. That 714M barrel buffer is supposed to absorb geopolitical shocks. If the infrastructure can't deliver it *when it matters*, then refiners like CVX and XOM are essentially operating without a safety net.

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