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IEA Sees Supply-Side Squeeze Coming from War



March 5, 2026–Written by Daniel Graeber for IIR Energy Intelligence (Sugar Land, Texas)–The conflict raging in the Middle East could easily flip the market equation from a surplus to a deficit, the International Energy Agency (IEA) said Thursday.

Regional crude and natural gas prices continued their ascent Thursday, amid escalating tensions in the Middle East triggered by the joint U.S.-Israeli bombing that left Iranian Supreme Leader Ali Khamenei and a handful of top officials dead. The IEA said there was a significant market overhang since last year that was easily expected to spill over to 2026.



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