IEA Pushback

Key IEA governments argue that emergency reserves are being depleted too quickly after the earlier 325 million-barrel release and the G7 diesel-focused action. A rejection or delay would signal that the policy buffer is thinning, leaving prices more exposed to Hormuz disruptions and OPEC+ restraint.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.