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IEA responding to major global energy security threat
…impacts on oil markets; a new podcast episode putting the stock release in context; Romania’s formal request to join the IEA; and more.
Were you forwarded this newsletter? You can subscribe here https://www.iea.org/the-energy-mix.
The IEA’s unprecedented response to historic disruptions in oil markets
The IEA is responding to the widespread energy market impacts of the conflict in the Middle East https://www.iea.org/topics/the-middle-east-and-global-energy-markets. The disruptions to oil and gas flows and to energy infrastructure in the region have major implications for energy security and…
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A deepening crisis in oil markets and beyond
…the UAE; the energy crisis impact on cooking fuel access; methane emissions and energy security; and more...
Newsletter of the International Energy Agency
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Welcome back to the Energy Mix. In today's edition: The latest developments in global oil markets; meetings with the leaders from Canada, Austria and OPEC; the Nigeria government’s request to join the IEA; discussing the establishment of institutional ties with the UAE; the impact of the energy crisis on fuel supplies for cooking; methane emissions and energy security; a new podcast episode on the energy and AI relationship;…
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Supporting countries in the unfolding energy crisis
…has created what amounts to “the greatest threat to global energy security in history,” according to our Executive Director Fatih Birol. The disruptions are being increasingly felt around the world and have driven significant rises in oil and gas prices, with particularly sharp spikes in jet fuel and diesel markets. To help address these unprecedented disruptions, IEA Member countries unanimously agreed https://www.iea.org/news/iea-member-countries-to-carry-out-largest-ever-oil-stock-release-amid-market-disruptions-from-middle-east-conflict last month to the largest ever release of emergency oil stocks.
As the situation evolves…
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How the Middle East war has upended oil markets
…iea.org/about/oil-security-and-emergency-response/strait-of-hormuz.
To mitigate the immediate impact of these supply disruptions, consumers and refiners have tapped oil inventories. However, where stocks cannot fully bridge the gap, demand has taken a hit. Most notably, Asian petrochemical producers have curtailed operating rates as feedstock supply has dried up. Households and businesses using liquefied petroleum gas have also been impacted, while flight cancellations across the Middle East and parts of Asia and Europe have led to a sharp drop in jet fuel consumption.
As a result, the report forecasts that global oil demand will…
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Growth of IEA Family is milestone for global energy governance
…critical minerals, Ukraine & more; our 3rd Energy Innovation Forum; the latest on oil markets; the rapid rise of batteries; and more ...
Newsletter of the International Energy Agency
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Welcome back to the Energy Mix. In today's edition: Highlights from our Ministerial Meeting in Paris, including closer institutional ties with Brazil, Colombia, India and Viet Nam and an expanded mandate on critical minerals security; insight from our 3rd Energy Innovation Forum; the latest trends in global oil markets; new data on the rapid rise of batteries; and more.
Were you forwarded this newsletter? You…
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The Strait of Hormuz and global LNG supply
…iea-member-countries-to-carry-out-largest-ever-oil-stock-release-amid-market-disruptions-from-middle-east-conflict of emergency oil stocks to counter the supply disruptions (read more in our latest update https://www.iea.org/news/update-on-iea-collective-action-decision-of-11-march-2026 on the oil stock release). At the same time, the Gulf’s output of liquefied natural gas (LNG) has also been significantly disrupted by the war.
The key issue is the flow of tankers through the Strait of Hormuz https://www.iea.org/about/oil-security-and-emergency-response/strait-of-hormuz…
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7 certainties about energy for this age of uncertainty
Plus, highlighting energy security risks in Davos; the latest oil market trends; the outlook for gas markets; IEA to host Mission Innovation Secretariat; investment in next-generation geothermal; new podcast episodes; and more ...
Newsletter of the International Energy Agency
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Welcome back to the Energy Mix and best wishes for 2026. In today's edition: The 7 key energy trends that decision-markers need to keep in focus; highlighting the multiplication of energy security risks to leaders at the World Economic Forum in Davos; IEA to host the Mission Innovation Secretariat at our HQ…
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Contending with the effects of the energy crisis
…as well as policy options to shelter consumers from higher prices, strengthen energy security and support energy-intensive industries.
During his visit, Dr Birol also had a bilateral meeting https://x.com/fbirol/status/2047251633793368107?s=20 with Germany's Minister of Economic Affairs and Energy Katherina Reiche to discuss the latest developments in oil and gas markets, including the availability of refined products in Europe and internationally. And he met with https://x.com/fbirol/status/2047259183498789047?s=20 Germany’s Environment, Nature Conservation and Nuclear Safety Minister Carsten Schneider on the impacts of the Middle East conflict and the outlook…
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How the crisis is reshaping energy investment
…by a wave of new LNG export projects.
The report finds growing interest among fuel-importing countries in energy sources available domestically, including renewables, nuclear power and, in some cases, coal. And while annual investment growth in renewables has moderated following several years of rapid expansion, renewables and nuclear power still account for more than 70% of total power generation investment globally.
To learn more, read the press release https://www.iea.org/news/impacts-of-middle-east-conflict-set-to-reshape-energy-investment-plans-as-disruptions-put-focus-on-security and explore the full report https://www.iea.org/...
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The energy implications of events in the Middle East
…Hormuz https://www.iea.org/about/oil-security-and-emergency-response/strait-of-hormuz. Around 25% of the world’s seaborne oil trade usually travels through the Strait, as well as almost 20% of global exports of liquified natural gas (LNG).
The global oil market has been in significant surplus since the start of 2025. Ahead of the military actions that began on 28 February, global oil supply was also expected to far exceed demand in 2026. However, prolonged supply disruptions could flip the market into a deficit. The disruption to oil flows through the Strait has forced some operators…