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IEA warns prolonged Gulf disruption could widen the 2026 oil supply gap

The IEA reportedly warns that delayed restoration of normal Gulf flows would widen the 2026 oil supply gap, while maintaining its expectation of a major oil-demand decline. The outlook links prolonged regional disruption to a more severe global energy imbalance.

By DoomRadar · Published on DoomRadar .

Why it matters

A sustained Gulf supply shortfall could drive higher energy prices and worsen inflation, economic growth and producer-market volatility.

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  1. IEA warns 2026 oil supply gap will widen on delayed return of normal Gulf flows ↗channelnewsasia.com · Article published: Sep 11, 2026, 9:13 AM UTC
  2. IEA warns 2026 oil supply gap will widen on delayed return of normal Gulf flows ↗theglobeandmail.com · Article published: Sep 11, 2026, 10:51 AM UTC

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