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IEA flags weakening oil-demand growth despite tight supply in latest market report
The International Energy Agency (IEA) in its November 2025 Oil Market Report noted that while global oil supply remains tight, demand growth has significantly decelerated, especially in China and Europe. The agency cited weaker refining throughput, slower transport volumes and muted inventory draws as key signals. This shift suggests that structural factors such as faster electrification, fuel-economy gains and decarbonisation efforts are weighing on demand.
For commodity and energy-sector investors, the message is that margins may compress and supply shocks may become more acute in a slower-growth environment.
Iea• By Pooja Kumari
Explore:Mutual Fund Themes
neutral
IEA flags weakening oil-demand growth despite tight supply in latest market report
The International Energy Agency (IEA) in its November 2025 Oil Market Report noted that while global oil supply remains tight, demand growth has significantly decelerated, especially in China and Europe. The agency cited weaker refining throughput, slower transport volumes and muted inventory draws as key signals. This shift suggests that structural factors such as faster electrification, fuel-economy gains and decarbonisation efforts are weighing on demand.
For commodity and energy-sector investors, the message is that margins may compress and supply shocks may become more acute in a slower-growth environment.
Iea• By Pooja Kumari
Explore:Mutual Fund Themes
1 min read
88 words
IEA reports slowing global oil-demand growth despite tight supply, signalling structural changes in energy markets.
The International Energy Agency (IEA) in its November 2025 Oil Market Report noted that while global oil supply remains tight, demand growth has significantly decelerated, especially in China and Europe. The agency cited weaker refining throughput, slower transport volumes and muted inventory draws as key signals. This shift suggests that structural factors such as faster electrification, fuel-economy gains and decarbonisation efforts are weighing on demand.
For commodity and energy-sector investors, the message is that margins may compress and supply shocks may become more acute in a slower-growth environment.
The International Energy Agency (IEA) in its November 2025 Oil Market Report noted that while global oil supply remains tight, demand growth has significantly decelerated, especially in China and Europe. The agency cited weaker refining throughput, slower transport volumes and muted inventory draws as key signals. This shift suggests that structural factors such as faster electrification, fuel-economy gains and decarbonisation efforts are weighing on demand.
For commodity and energy-sector investors, the message is that margins may compress and supply shocks may become more acute in a slower-growth environment.
Companies:
International Energy Agency
Tags:
economy
energy
economy
energy
oil demand
IEA
commodities