Will the EIA revise Middle East oil supply disruption to 750K bpd by 30 September 2026?
Posted 2026-09-11, stated before the outcome.
The U.S. Energy Information Administration (EIA) publishes the Short-Term Energy Outlook, a monthly report detailing global energy market forecasts. This forecast concerns whether the agency will update its estimates regarding oil supply disruptions in the Middle East region.
The claim
The EIA publishes a Short-Term Energy Outlook update by September 30, 2026 revising its Middle East oil supply disruption estimate upward from 600K bpd to at least 750K bpd offline through end-2027, citing continued Hormuz transit restrictions.
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