Global oil inventories could hit operational floor in September 2026 if Hormuz stays shut
A post citing JPMorgan puts that floor at 6.8 billion barrels. The author claims falling below it would leave pipelines unable to maintain pressure and cause refineries to start failing.
TLDR
A September 20 post, citing JPMorgan, projects that world oil inventories will reach a 6.8 billion-barrel operational floor that month if the Strait of Hormuz stays shut. The author claims inventories below that threshold would prevent pipelines from maintaining pressure and cause refineries to start failing, regardless of oil prices.
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