Browsing Tag
International Energy Agency
49 posts
Traders warn oil stockpiles close to empty as Hormuz re-closes in July 2026
Iran's re-closure of the Strait of Hormuz on 12-13 July returns crude markets to the supply gap as IEA emergency stockpile buffers approach empty.
Only six vessels cross Hormuz as renewed Gulf conflict sends oil prices higher
Iran says Hormuz is closed while the United States says it is open. Oil above $79 shows how quickly that dispute can revive global inflation risks again.
U.S.-Iran ceasefire collapses but talks continue as Hormuz dispute threatens oil
The United States and Iran are continuing negotiations without a ceasefire, leaving the Strait of Hormuz, Gulf military bases and global energy markets exposed to another sudden escalation.
Why critical minerals could become the biggest bottleneck in the global energy transition
Climate targets need metals. Critical minerals are becoming the physical bottleneck between clean-energy ambition and real deployment.
How the US-Israel-Iran conflict is redrawing oil supply chains beyond the Strait of Hormuz
Hormuz risk is no longer just an oil-price shock. Gulf exporters and Asian buyers are already redesigning supply chains around it.
Is the Middle East war becoming the energy shock poorer economies feared most?
Global agencies warn the Middle East war is straining energy supplies and vulnerable economies. Read why fuel and food risks matter.
Why Australia is still tapping fuel reserves months into the Iran war disruption
Australia is freeing fuel reserves again as war strains supply chains. Read why petrol and diesel security is back on the risk map.
Shell (LSE: SHEL) gains 0.27% as billion-barrel oil deficit thesis holds firm into AGM next Tuesday
Sawan says the oil deficit is deepening every day. ARC just added 370,000 boe/d. The May 19 AGM is where Shell's capital return discipline meets war-time arithmetic.
Australia’s fuel security reset: Can a billion-litre reserve protect critical supply chains?
Australia needs imported fuel, but global shocks keep testing supply. A new reserve turns energy security into a budget priority.
How China’s lithium processing dominance is forcing the West to rethink industrial policy
The West has lithium mines and battery ambitions. China still controls the refining layer that turns critical minerals into real industrial power.