Energy · 34 views
Oil’s Oversupply Narrative Just Died
Tom majored in International Business at Amsterdam’s Higher School of Economics and later completed an Executive MBA in Energy Transition at the University of Groningen.… Renewed U.S.-Iran hostilities have pushed Brent above $85, ending…
Summary
Renewed U.S.-Iran hostilities have pushed Brent above $85, ending the oversupply narrative and reviving fears of a global oil shortage. Much Anticipated 2026 LNG Oversupply Wave May Not Materialize - According to industry analysts, the much-anticipated LNG oversupply wave of 2026 will fail to materialize, with BloombergNEF pushing out its first glut year into 2028 as the US-Iran conflict and recurring project delays impede commissioning.
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