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Commodity · ▲ Bullish · 2 sources confirmed · 2026-09-29 10:28 UTC

U.S. oil reserves have fallen to their lowest level in more than 40 years

Why now

Thesis: Shrinking US reserves underpin oil price support

Catalyst to watch: SPR refill policy or inventory data

Main risk: Demand slowdown could offset tightness

Why it matters

Lowest US oil reserves in 40+ years tightens supply buffer, supporting crude prices and energy equities.

Related assets & topics

Oil

Sources

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