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Conflict coverage · Iran–Gulf

Strategic stocks released as Gulf production is shut in

Mar 2026

EnergyMarket reaction

A United States Strategic Petroleum Reserve release is announced on 11 March, alongside a collective release of strategic stocks by the International Energy Agency. Production shut-ins attributed to the strait closure are estimated at 7.53 million barrels a day in March.

Why it mattersThe first material consumer-side response, and the point at which the disruption stopped being a regional event. The shut-in figure is one month of a dated series that later rose above eleven million barrels a day; the module publishes the series, never a single standing number.

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