IEA warns 2026 oil supply gap will widen on delayed return of normal Gulf flows

September 11, 2026

LONDON, Sept 11 (Reuters) – Global oil supply and demand look set to fall further ‌than previously expected this year, the International Energy Agency said on Friday, as a lack of progress in ending the conflict in the Middle East delays the return of normal Gulf oil flows into 2027 and sends fuel prices soaring.

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