supply gap
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The Oil Load Sheet: A Gap That Doubled in a Month and a Buffer With a Clock On It
The IEA’s August report widens the 2026 demand decline to 1.6 million bpd, puts supply down 4.3 million, and projects a Q3 gap of 1.8…
The IEA’s August report widens the 2026 demand decline to 1.6 million bpd, puts supply down 4.3 million, and projects a Q3 gap of 1.8…