PUBLISHED: 15 OCTOBER 2026
The International Energy Agency’s October Oil Market Report describes a partial recovery in Gulf crude exports, which it estimates reached 13.9 million barrels per day in September—more than three-quarters of pre-war levels. The IEA warns that renewed attacks could put the recovery at risk and that disruption to diesel markets may persist into 2027.
ASSESSMENT: The outlook points to continued pressure on supply and prices. It is a market-level warning and does not establish specific fuel shortages for any military force.
Sources: International Energy Agency, Oil Market Report, October 2026; Reuters.