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IEA expects 2026 oil supply gap to widen

The International Energy Agency reportedly expects a wider oil supply shortfall in 2026 because normal Persian Gulf flows will return later than anticipated.

By DoomRadar · Published on DoomRadar .

Why it matters

A prolonged supply gap could raise global energy prices and intensify inflation and economic pressure.

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  1. 2026 oil supply gap will widen on delayed return of normal Persian Gulf flows: IEA ↗iranoilgas.com · Recorded source date: Sep 12, 2026, 1:16 PM UTC

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EARLIER READING

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.

Related details in the reporting

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