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The Gulf Tape

Macro & Flows

  1. IEA Slashes 2026 Oil Outlook as Gulf Shut-Ins Deepen

    Macro & FlowsThe International Energy Agency (IEA) cut its 2026 oil balance again on September 11, 2026: global demand now falls 2.5 million bpd and supply drops 5.7 million bpd, as over 10 million bpd of Gulf output stays shut in near the Bab el-Mandeb Strait chokepoint and the US-Iran standoff drags on, with ICE Brent near $105 a barrel.
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