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OPEC's optimist. The IEA's pessimist. Who should traders believe?

Three of the world’s most influential energy authorities published their outlooks within days of each other in mid-August 2026. Read together, they show a market shaped more by geopolitics than by demand, though they diverge sharply on how quickly things could normalise.

Matteo Morosinotto

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August 14, 2026

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