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IEA cuts 2026 oil surplus forecast to 3.84 million barrels per day

The International Energy Agency lowers its global oil supply forecast for 2026 while slightly raising demand growth expectations amid improved macroeconomic conditions.

IEA cuts 2026 oil surplus forecast to 3.84 million barrels per day

SectorPétrole
ThemeMarchés & Finance, Analyse sectorielle

The International Energy Agency (IEA) now expects a surplus of 3.84 million barrels per day in 2026, down from the previously estimated 4.09 million. This revision reflects a downward adjustment to global supply projections, impacted by sanctions against Russia and Venezuela, alongside renewed economic optimism supporting consumption.

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