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The IEA cut its 2026 oil demand forecast by another 940 kb/d in a single month
The September Oil Market Report puts world demand down 2.5 mb/d this year and supply back up 8 mb/d in 2027, an ending that looks loose while US diesel trades above $200 a barrel and Gulf diesel exports sit at a quarter of their pre-war rate.
Publishers:iea.org
Reality
- Evidence58
- Adoption
- Insufficient
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- Confidence56