neutral
IEA reports tightening oil-supply margins as demand growth weakens in Q4
The international oil-market arm of the International Energy Agency (IEA) in its November 2025 report noted that while global supply remains tight, demand growth has decelerated materially, especially in China and Europe. Published 13 November, the report highlights that softer refining runs and slower transport volumes are reducing inventory draws and increasing the risk of margin compression.
For energy-sector investors this signals a transition from an acute shortage paradigm to one influenced by structural demand shifts, rising renewables, and slower mobility growth.
Iea• By Pooja Kumari
Explore:Mutual Fund Screening
neutral
IEA reports tightening oil-supply margins as demand growth weakens in Q4
The international oil-market arm of the International Energy Agency (IEA) in its November 2025 report noted that while global supply remains tight, demand growth has decelerated materially, especially in China and Europe. Published 13 November, the report highlights that softer refining runs and slower transport volumes are reducing inventory draws and increasing the risk of margin compression.
For energy-sector investors this signals a transition from an acute shortage paradigm to one influenced by structural demand shifts, rising renewables, and slower mobility growth.
Iea• By Pooja Kumari
Explore:Mutual Fund Screening
1 min read
81 words
IEA flags weaker oil-demand growth in Q4 and warns of margin pressures despite tight supply.
The international oil-market arm of the International Energy Agency (IEA) in its November 2025 report noted that while global supply remains tight, demand growth has decelerated materially, especially in China and Europe. Published 13 November, the report highlights that softer refining runs and slower transport volumes are reducing inventory draws and increasing the risk of margin compression.
For energy-sector investors this signals a transition from an acute shortage paradigm to one influenced by structural demand shifts, rising renewables, and slower mobility growth.
The international oil-market arm of the International Energy Agency (IEA) in its November 2025 report noted that while global supply remains tight, demand growth has decelerated materially, especially in China and Europe. Published 13 November, the report highlights that softer refining runs and slower transport volumes are reducing inventory draws and increasing the risk of margin compression.
For energy-sector investors this signals a transition from an acute shortage paradigm to one influenced by structural demand shifts, rising renewables, and slower mobility growth.
Companies:
International Energy Agency
Tags:
energy
oil market
energy
oil market
IEA
commodities
demand growth