Oil Supply Underinvestment Squeeze

Earlier coverage

• The Morning Star · Published 6 Oct 2026

  Protesters depict ‘heaven’ and ‘hell’ futures as they call on PM to reject new oil and gas fields

  In coverage record: 7 Oct 2026

  “We are asking the government for climate action — proactive steps to restore nature, protect the crops of our farmers, and invest more in energy-saving solutions like heat pumps.”

  Read article ↗

• The Financial Express · Published 5 Oct 2026

  Iran war keeps global oil crunch alive as OPEC+ refuses to boost supply

  In coverage record: 6 Oct 2026

  “The group...agreed on Sunday to maintain the production levels set for September”

  Read article ↗

• Lokmat Times · Published 4 Oct 2026

  OPEC+ cartel agrees to keep oil production steady in November

  In coverage record: 5 Oct 2026

  “Higher official quotas do not necessarily mean that producers can actually deliver the additional crude.”

  Read article ↗

• U.S. News & World Report · Published 4 Oct 2026

  Major Oil Exporters Agree to Keep Production Steady in November

  In coverage record: 5 Oct 2026

  “Seven major oil-exporting countries agreed Sunday to keep production steady in November at a time when the Iran war has driven the price of benchmark Brent crude oil above $100 a barrel.”

  Read article ↗

• MarketScreener · Published 4 Oct 2026

  Oil-producing OPEC+ states will not raise production target

  In coverage record: 5 Oct 2026

  “the group's production limits will remain unchanged for the second consecutive month”

  Read article ↗

• The Star · Published 4 Oct 2026

  Fuel subsidies threaten fiscal gains

  In coverage record: 5 Oct 2026

  “fuel demand has remained resilient despite higher energy prices.”

  Read article ↗

• Daily Excelsior · Published 3 Oct 2026

  Nayara Energy hikes petrol by Rs 5, diesel by Rs 3

  In coverage record: 4 Oct 2026

  “renewed pressure on fuel retailers from higher global energy prices and follows a series of price adjustments by Nayara this year as refiners grapple with the impact of geopolitical disruptions on crude and product markets”

  Read article ↗

• Africanews · Published 3 Oct 2026

  Fuel shortage in Sudan drives up prices, burdening ordinary people

  In coverage record: 4 Oct 2026

  “the prolonged shutdown of the al-Jaili refinery, foreign exchange shortages, and difficulties financing fuel imports”

  Read article ↗

• Times Now · Published 3 Oct 2026

  No Slip For Oil: Prices Stay Above $100 Despite G7’s 100 Million Barrel Release, Europe’s Diesel Push

  In coverage record: 4 Oct 2026

  “The measures have so far had a slender impact on prices, with Brent crude trading at around $102.25 a barrel down 0.06 per cent and remaining above the psychological impact threshold.”

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• MarketScreener · Published 2 Oct 2026

  Eni offers 20% discount on diesel and gasoline for agriculture and fishing

  In coverage record: 3 Oct 2026

  Read article ↗

• The Jewish Chronicle · Published 2 Oct 2026

  Polanski urges Miliband to block Rosebank oil field to enforce Israel sanctions

  In coverage record: 3 Oct 2026

  “The field is estimated to contain hundreds of millions of barrels of recoverable oil and gas and has become a major point of contention over Britain's future energy policy.”

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• OilPrice · Published 2 Oct 2026

  WTI Whipsaws as Gulf Supply Improves and Middle East Risk Returns

  In coverage record: 3 Oct 2026

  “Diesel, gasoline and jet-fuel flows remain constrained, Russia has restricted diesel exports, and China has pulled refined-product cargoes from the export market.”

  Read article ↗

• FOX 4 News · Published 2 Oct 2026

  AAA says Texas hit record high prices for September gasoline

  In coverage record: 3 Oct 2026

  “While crude oil prices have recently eased back into the $90-per-barrel range, gasoline prices remain unusually high for this time of year”

  Read article ↗

• EUROPE SAYS · Published 2 Oct 2026

  Oil Price Shock Puts Golar LNG Stock And Energy Income Plays In Focus

  In coverage record: 3 Oct 2026

  “Oil prices just jumped after OPEC announced fresh production cuts, and that ripple is racing through global markets”

  Read article ↗

• The Economic Times · Published 2 Oct 2026

  Global Markets: Asian shares fall after wild swings in bonds, FX before US jobs data

  In coverage record: 3 Oct 2026

  “a widening military buildup in the Gulf kept oil prices elevated”

  Read article ↗

• Business Standard · Published 1 Oct 2026

  Nifty's eight-week slide puts 2001 low back in sight amid oil spike

  In coverage record: 2 Oct 2026

  “The situation has worsened because of rising Brent crude prices, as well as the possibility that interest rates could rise, affecting vehicle financing.”

  Read article ↗

• MarketScreener · Published 1 Oct 2026

  US states take steps to curb diesel and gasoline prices

  In coverage record: 2 Oct 2026

  Read article ↗

• The Hindu Business Line · Published 1 Oct 2026

  Rupee drops to two-month low of 96.31/$ as global bond rout deepens, oil jumps

  In coverage record: 2 Oct 2026

  “Brent crude oil prices reclaimed the $100-per-barrel mark as well after China suspended oil products exports, potentially tightening fuel markets already coping with supply shortages globally.”

  Read article ↗

• Reuters · Published 30 Sep 2026

  Global stocks weather third-quarter AI, bond and crude maelstrom

  In coverage record: 1 Oct 2026

  “There is plenty in store for the rest of the year, with the conflicts in the Middle East and Ukraine both grinding on.”

  Read article ↗

• MarketScreener · Published 30 Sep 2026

  Oil climbs after Trump denies he is willing to ease sanctions on Iran

  In coverage record: 1 Oct 2026

  “oil logistics are expensive and constrained”

  Read article ↗

• International Business Times · Published 30 Sep 2026

  Iran's Economy Keeps Deteriorating As Seven Months of Conflict With The U.S. Sends Living Costs Soaring

  In coverage record: 1 Oct 2026

  “Oil is particularly important because energy exports provide Iran with a major source of government revenue and hard currency. Washington's efforts to restrict those exports therefore have consequences that extend throughout the Iranian economy...”

  Read article ↗

• MarketScreener · Published 30 Sep 2026

  Nymex Overview : Oil, Products Jump on Renewed Mideast Tensions -- OPIS

  In coverage record: 1 Oct 2026

  “Petroleum futures remained higher after the latest weekly data by the Energy Information Administration showed gasoline and distillate stocks declined moderately for the week ended Friday compared to a week ago.”

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• The Economic Times · Published 29 Sep 2026

  Dollar hold near two-month peak as yields rise, Fed data looms

  In coverage record: 30 Sep 2026

  “Oil prices crept back up with Brent crude futures last near $106 a barrel as markets doubted that renewed efforts to end the Iran war would get anywhere after US President Donald Trump rejected Tehran's ceasefire proposal.”

  Read article ↗

• OilPrice · Published 29 Sep 2026

  U.S. Taps Strategic Oil Reserve Again as Diesel Tops $6

  In coverage record: 30 Sep 2026

  “gasoline and diesel prices remain elevated nearly seven months into the Iran war”

  Read article ↗

• Livemint · Published 29 Sep 2026

  OPEC Likely to Stick With Plan for Steady Quotas, Delegates Say

  In coverage record: 30 Sep 2026

  “many OPEC countries would struggle to return to earlier output levels, having seen their capacity deteriorate in the intervening years due to a combination of under-investment, sanctions and other outages”

  Read article ↗

• Pagenews.gr · Published 27 Sep 2026

  Syrigos: “We will seek an EU exemption” - Energy crisis moves into escape-clause debate

  In coverage record: 28 Sep 2026

  “It is not only the surge in oil prices. It is also the fact that many refineries have shut down, which increases costs.”

  Read article ↗

• MarketScreener · Published 25 Sep 2026

  Eni to cap diesel and gasoline prices for 30 days starting Sept. 28

  In coverage record: 26 Sep 2026

  “The price cap is tied to the tax relief on excise duties currently in effect and will be applied starting Sept. 28 for an initial period of 30 days”

  Read article ↗

• ThePrint · Published 24 Sep 2026

  Europe sees jump in EV sales as gasoline prices hit record €2.31/litre amid geopolitical flux

  In coverage record: 25 Sep 2026

  “Prices for the fuel, which powers roughly 30% of cars in Europe, are likely to extend gains on speculation the US could curb exports.”

  Read article ↗

• CNBC TV18 · Published 23 Sep 2026

  Matrix Global CEO sees crude prices falling below $70 by mid

  In coverage record: 24 Sep 2026

  “refinery capacity currently in the world is running at 98%... what we're seeing is the long-term effect of disinvestment in the refinery sector”

  Read article ↗

• Portland Press Herald · Published 21 Sep 2026

  Susan Collins is out of touch on affordability issues | Letter

  In coverage record: 22 Sep 2026

  “President Trump's "war of choice" with Iran and the war in Ukraine have destroyed substantial refining capacity.”

  Read article ↗

• Hindustan Times · Published 21 Sep 2026

  Why are US gas prices so high? What’s driving the $4.32 average before midterms

  In coverage record: 22 Sep 2026

  Read article ↗

• ANI (Asian News International) · Published 20 Sep 2026

  Oil prices face upside risks as global supply disruptions deepen: Report

  In coverage record: 21 Sep 2026

  “a combination of geopolitical disruptions, constrained shipping, reduced refining capacity and declining inventories leaves global oil markets increasingly tight”

  Read article ↗

• Moneycontrol · Published 19 Sep 2026

  China doesn’t pump the most oil. So how did it gain so much energy power?

  In coverage record: 20 Sep 2026

  “During the early months of the Iran conflict, Beijing imposed restrictions on exports of gasoline, diesel and jet fuel.”

  Read article ↗

• Reuters · Published 18 Sep 2026

  Record diesel prices could be Trump's Achilles' heel

  In coverage record: 19 Sep 2026

  “The cure for high diesel prices is typically high diesel prices, which spur production and curb demand. But with limited refining capacity available, the cure will likely be far higher prices and significant demand destruction.”

  Read article ↗

• WJLA · Published 18 Sep 2026

  Airlines warn that cheaper flights may be cut as oil prices raise holiday travel costs

  In coverage record: 19 Sep 2026

  “if fuel is "higher for longer," the company's natural response would be to trim capacity, including cutting back on cheaper, less profitable flights.”

  Read article ↗

• OilPrice · Published 16 Sep 2026

  Oil Above $100 Pushes U.S. Fuel Prices to New Records

  In coverage record: 17 Sep 2026

  “Chevron CEO Mike Wirth said on Friday that the market buffers have now been "played out" and oil prices could rise further over the coming months.”

  Read article ↗

• ThePrint · Published 15 Sep 2026

  Will Saudi pipeline shutdown affect India? The answer is subject to market risks

  In coverage record: 16 Sep 2026

  “Reduced refinery operations could tighten Asian supplies of petroleum products, potentially pushing up product prices and refining margins.”

  Read article ↗

• POLITICO · Published 14 Sep 2026

  ‘Not too much they can do about it’: Frustrated White House faces spiking oil prices

  In coverage record: 15 Sep 2026

  “President Donald Trump and a frustrated White House appear to have few options available to ease the rally in oil prices. There is little hope for a quick resolution to the Iran war.”

  Read article ↗

• Devdiscourse · Published 14 Sep 2026

  Guyana's Oil Revenues to Surge by 2026

  In coverage record: 15 Sep 2026

  “Experts attribute this growth to increased oil exports, which are set to reach $27.3 billion this year. This figure marks a 50% increase from earlier government predictions.”

  Read article ↗

• The Motley Fool Australia · Published 14 Sep 2026

  Goldman Sachs says oil could surge past US$120. Could this be the next big market shock?

  In coverage record: 15 Sep 2026

  “China could have a big say in what happens next too. The country has cut crude imports by around a third while drawing more heavily on its large strategic petroleum reserves. Goldman Sachs said how long China keeps dipping into those reserves could play a big role in how tight the global oil market becomes.”

  Read article ↗

• CNBC · Published 14 Sep 2026

  Costco hikes motor oil prices and puts limits on how much members can buy

  In coverage record: 15 Sep 2026

  “The tightening oil supply has led to stronger profits for refiners to manufacture finished fuels like diesel and gasoline, causing refiners to favor fuel production over base oil, the key component in modern synthetic motor oil, according to The Auto Wire and the AP. This further affects motor oil supply, leading to price increase.”

  Read article ↗

• Devdiscourse · Published 14 Sep 2026

  Texas' Heavy Duty: U.S. Oilfield Equipment Revving Up Venezuela's Oil Rebound

  In coverage record: 15 Sep 2026

  “Yet, with renewed interest from industry giants like Chevron, companies endeavor to meet the demand in Venezuela's maturing oil fields.”

  Read article ↗

• CNBC TV18 · Published 11 Sep 2026

  Here's what is contributing to the surge

  In coverage record: 12 Sep 2026

  “China, one of the biggest oil importers, has also amped up its purchases over the last few weeks, adding further tailwinds to the prices.”

  Read article ↗

• Norfolk Virginian-Pilot · Published 10 Sep 2026

  Virginia diesel prices hit record high

  In coverage record: 11 Sep 2026

  “The cause begins with the ongoing conflict between the U.S. and Iran but also includes Ukraine's attacks on oil refineries in Russia, which has traditionally been the world's top exporter of diesel fuel but no longer allows diesel exports to leave the country.”

  Read article ↗

• Nikkei Asia · Published 9 Sep 2026

  Brent crude tops $100 as Middle East conflict rattles supply

  In coverage record: 10 Sep 2026

  “The Houthi attacks could threaten crude shipments via the Red Sea, which has been a key alternative route to the crucial Strait of Hormuz, where crude flows have been severely curtailed since the Feb. 28 start of the Iran war.”

  Read article ↗

• KABC-TV · Published 9 Sep 2026

  Trump says oil prices that spiked because of Iran war likely won't come down until after midterms

  In coverage record: 10 Sep 2026

  “The U.S. has tapped its strategic petroleum reserves, which in early August fell below 300 million barrels, down by more than 100 million barrels since the start of 2026.”

  Read article ↗

• EUROPE SAYS · Published 9 Sep 2026

  Trump says oil prices that spiked because of Iran war likely won't come down until after midterms

  In coverage record: 10 Sep 2026

  “The U.S. has tapped its strategic petroleum reserves, which in early August fell below 300 million barrels, down by more than 100 million barrels since the start of 2026.”

  Read article ↗

• Al-Monitor · Published 9 Sep 2026

  Brent crude oil rises above $100 a barrel as Middle East conflict intensifies

  In coverage record: 10 Sep 2026

  “Diesel refining margins, or the fuel's premium to crude, have been at all-time highs since August as fuel shortages gripped markets, touching $78.90 per barrel on September 1. By contrast, the margin averaged $21 per barrel in 2025 and $19.52 in 2024.”

  Read article ↗

• Pittsburgh Tribune-Review · Published 9 Sep 2026

  Trump says oil prices that spiked because of Iran war likely won’t come down until after midterms

  In coverage record: 10 Sep 2026

  “The U.S. has tapped its strategic petroleum reserves, which in early August fell below 300 million barrels, down by more than 100 million barrels since the start of 2026.”

  Read article ↗

• Devdiscourse · Published 9 Sep 2026

  Crisis in the Middle East Inflates Oil Prices Beyond $100

  In coverage record: 10 Sep 2026

  “This situation is further compounded by increased refining margins for gasoline and diesel, putting additional inflationary pressure on consumers worldwide.”

  Read article ↗

• Barchart · Published 26 May 2026

  S&P 500 and Nasdaq 100 Climb to Record Highs on Tech Stock Strength

  In coverage record: 27 May 2026

  “The International Energy Agency (IEA) said in a recently released monthly report that global oil inventories declined at a rate of about 4 million bpd in March and April, and the market will remain 'severely undersupplied' until October even if the conflict ends next month.”

  Read article ↗

• Barchart · Published 22 May 2026

  Stocks Supported by US-Iran Peace Deal Optimism

  In coverage record: 23 May 2026

  “The International Energy Agency (IEA) said in a monthly report that global oil inventories declined at a rate of about 4 million bpd in March and April, and the market will remain 'severely undersupplied' until October even if the conflict ends next month.”

  Read article ↗

• Outlook Business · Published 5 May 2026

  Crude Oil Tops $113 as Hormuz Tensions Rise; Rupee Hits Fresh Low

  In coverage record: 5 May 2026

  “The developments have reintroduced a significant risk premium in oil markets, with traders factoring in potential disruptions to global supply chains.”

  Read article ↗

• Barchart · Published 11 Mar 2026

  Stocks Pressured by Higher Oil Prices, But Positive Oracle AI News Helps Tech Stocks

  In coverage record: 11 Mar 2026

  “Stocks were undercut by Wednesday’s +6 bp rise in the 10-year T-note yield and the +4.6% rally in WTI crude oil prices.”

  Read article ↗