The White House has discussed adding up to 100mln more barrels to the administration’s pledge last week, Politico reports, citing sources

• “Some military advisers are concerned [about] draining so much, and are pushing for more like 50 million barrels on the concern that further destruction of oil and gas infrastructure in the [Middle East] region could leave the country vulnerable from a reserve standpoint,” this person said.
• DOE spokesperson Ben Dietderich said. “While the U.S. continues to consider all options to keep markets supplied, there are currently no plans for an additional SPR release.”

The discussions around potentially adding up to 100 million barrels to the U.S. release signal heightened geopolitical risks impacting oil supply, particularly concerns regarding Middle Eastern infrastructure. This could create volatility in energy prices as traders weigh the implications of reserve levels and military advisement against a backdrop of ongoing conflicts. The lack of immediate plans from the DOE suggests that while the option remains open, decisive action may hinge on broader developments rather than these discussions alone.