Peter Zeihan did a 5m video [1] on this 10 days ago (give or take) - and the history of how they've been used, and why the original design (big draw-downs during major emergencies - perhaps 5 of them, ever) hasn't lent itself well to the way they ended up being used.
[1] https://www.youtube.com/watch?v=j5g0Ud8i0C0