Asking about potential 300-400M barrel SPR release - whether it would be all at once and how to contextualize it as a loss.
Bonnie
Homayoun Falakshahi
400M barrel SPR release is significant; key is release speed - must be sudden, not gradual like 2022, because market can't wait.
Homayoun Falakshahi
Critical question is war duration - if longer than 45-50 days, SPR release won't be enough.