Insight
Global oil supply short-term update - October 2026
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The global oil supply monthly report provides analysis on short-term global oil supply. The slide deck is accompanied by a related excel data download. Global oil supply has been revised up across the forecast period. Upward revisions focus on the US, where higher prices incentivise new production; Brazil, where production reached a record high in August; and Venezuela, as new commitments by operators support a de-risking of our forecast. We continue to assume a sustained stand-off in the US-Iran conflict through the end of this year.
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