Oil Glut Ahead: The IEA’s Warning and What It Means for Global Energy Markets

from The Commodities Institute Podcast · host The Commodities Institute

In today’s episode, Emily Costa unpacks the International Energy Agency’s stark forecast of a major oil surplus in 2026, exploring the potential ripple effects across global markets. From OPEC+ output shifts to the evolving dynamics in agriculture and metals, Emily examines how the forces of supply, demand, and policy are reshaping the future of commodities.

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This episode is 9 minutes long.

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This episode was published on October 15, 2025.

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