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The Trump administration is continuing large releases from the US Strategic Petroleum Reserve to ease an energy squeeze from the US-Iran conflict and a threatened Strait of Hormuz closure. DOE data show the SPR fell by 8.0 mln barrels last week; the prior two weeks saw withdrawals of 9.1 mln and a record 9.9 mln barrels. Inventories are 357.1 mln barrels, the lowest since Jan 2024. At the current pace the SPR could drop below the Biden-era low and reach its lowest level since 1983 as early as next week. Since the conflict began the US has released about 58 mln barrels, roughly 14% of the SPR. Analysts say continued releases will weaken US ability to respond to hurricane-season or other sudden supply disruptions.

Arm (ARM.O) CEO Rene Haas said the company may hit its previously stated $15 bln sales target for its own chips sooner than expected, driven by stronger-than-anticipated demand from the AI boom. Haas said he remains very confident the goal will be met by the end of the decade and cited signs of an accelerated timeline as data centre builders and AI service providers race to expand capacity. Meta will be the first major customer for Arm’s AGI CPU chip.