IEA Cuts 5.7M Bpd From Outlook - But Demand Falls Too
IEA slashed 1.4M bpd from its 2026 supply outlook AND cut demand in the same report. Brent hit $107.63 on headlines that buried half the story…
Kingdom Exploration · Market Intelligence
Daily analysis of the forces moving crude — supply, geopolitics, and the numbers behind the headlines.
4 articles Updated every morning
IEA slashed 1.4M bpd from its 2026 supply outlook AND cut demand in the same report. Brent hit $107.63 on headlines that buried half the story…
Qatar just lost 17% of its LNG capacity for up to five years after an Iranian attack, its CEO says. Here's the supply-shock math and why oil could climb…
Trump-Xi Beijing summit may cut Iran's 1.5M bpd China lifeline. Why this deal means higher oil prices, not lower - and what it means for oil well investors…
Japan tapping 15 days of oil reserves isn't precaution - it's confirmation. Fujairah attacked, Sinopec cutting 10%, and 20M bpd Hormuz flow disrupted…
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