International Energy Agency
Paris-based energy body whose 32 member countries hold emergency oil reserves and co-ordinate releases from them.
Role in each timeline
- Hormuz Disrupted: The Closure, the Reopening That Did Not Hold, and $114 Oil
Described the disruption as historically large, coordinated emergency stock releases, and estimates flows, supply, and demand.
- Around the Strait: The Pipelines Gulf Oil Uses When Hormuz Is Shut
Provides the baseline assessment of Hormuz volumes, available bypass capacity and subsequent bypass-export estimates.
International Energy Agency across every timeline
Every dated entry that names International Energy Agency, from all 2 timelines, newest first.
- Bypass exports reach 5.6 million barrels a day, past the top of the capacity the IEA estimated Report
The October report put overall bypass exports up 970,000 barrels a day to 5.6 million, on the swift return of East-West pipeline flows. That is above the 3.5 to 5.5 million barrels a day of available alternative capacity the IEA's own chokepoint assessment had estimated in February, and it names 11 September as the date of the bombing that took the pipeline out — a day this page previously had only at month precision.
on Around the Strait: The Pipelines Gulf Oil Uses When Hormuz Is Shut - Flows through the strait recover to 10.9 million barrels a day, and the IEA says demand is what broke Report
The IEA's October report put total oil flows through the Strait of Hormuz up 3.7 million barrels a day on the month to 10.9 million, helped by Gulf of Oman ship-to-ship transfers. It also forecast world oil demand falling 2.5 million barrels a day year on year in the fourth quarter and 2.6 million on average in 2026, with diesel a quarter of the drop — the supply side mending while the demand side does not. North Sea Dated averaged $116.89 in September, $26.17 above August.
on Hormuz Disrupted: The Closure, the Reopening That Did Not Hold, and $114 Oil - IEA members support accelerating March oil-stock releases Response
IEA member governments supported accelerating oil-stock releases announced in the March 2026 collective action. They said the releases should be completed as soon as possible.
on Hormuz Disrupted: The Closure, the Reopening That Did Not Hold, and $114 Oil - Brent reaches $131 after East-West Pipeline disruption Update
The disruption of Saudi Arabia's East-West Pipeline led Brent's daily spot price to reach $131 per barrel on 15 September. The IEA also reported that attacks had caused the shutdown of the pipeline.
on Hormuz Disrupted: The Closure, the Reopening That Did Not Hold, and $114 Oil - Middle East refined-product and LPG shipments remain below pre-war levels Shipment
The International Energy Agency estimated that Middle East refined-product shipments rose to 1.9 million barrels per day in September and LPG shipments rose to 670,000 barrels per day. The report compared those levels with pre-war flows of 4.7 million barrels per day for refined products and 1.5 million barrels per day for LPG.
on Hormuz Disrupted: The Closure, the Reopening That Did Not Hold, and $114 Oil - Global oil supply rises to 102.3 million barrels per day Financial
The International Energy Agency estimated that global oil supply rose by 2.5 million barrels per day month on month to 102.3 million barrels per day in September. The agency said Gulf producers drove the increase.
on Hormuz Disrupted: The Closure, the Reopening That Did Not Hold, and $114 Oil - Gulf producers' crude exports rise to 13.9 million barrels per day Shipment
The International Energy Agency estimated that crude exports from Gulf producers increased by 4.4 million barrels per day to 13.9 million barrels per day in September. The report said Saudi Arabia led the increase and exports reached over 75% of pre-war levels.
on Hormuz Disrupted: The Closure, the Reopening That Did Not Hold, and $114 Oil - IEA members agree to release 400 million barrels Response
The 32 IEA member countries agreed to make 400 million barrels from emergency reserves available to the market. The release was intended to address oil-market disruptions stemming from the Middle East war.
on Hormuz Disrupted: The Closure, the Reopening That Did Not Hold, and $114 Oil - Ras Laffan LNG facility goes offline after an attack Update
The Ras Laffan LNG facility in Qatar had been offline since an attack on 2 March. The IEA identified it as the world's largest liquefaction facility.
on Hormuz Disrupted: The Closure, the Reopening That Did Not Hold, and $114 Oil - War impedes energy trade through the Strait of Hormuz Update
A war in the region began on 28 February and impeded energy trade flows through the Strait of Hormuz. The IEA described the resulting interruption as the largest supply disruption in global oil-market history.
on Hormuz Disrupted: The Closure, the Reopening That Did Not Hold, and $114 Oil - Iran built its own way around the strait and has never used it Report
The Goreh-Jask pipeline and the Jask terminal on the Gulf of Oman were inaugurated in 2021 to give Iran an export route outside the strait it periodically threatens to close, with a reported capacity of a million barrels a day. A single test cargo left Jask in late 2024 and nothing since. The IEA does not count it as a viable export option, which is the asymmetry underneath the whole story — the country closing the strait has no working bypass of its own, while the two countries it blocks do.
on Around the Strait: The Pipelines Gulf Oil Uses When Hormuz Is Shut - Two pipelines, three different numbers each: design capacity, operator claim, and what is actually flowing Report
The UAE's Abu Dhabi Crude Oil Pipeline runs 400 km from Habshan to Fujairah with a nameplate of 1.5 million barrels a day and a reported current capacity near 1.8 million; the UAE was already using about 1.1 million of it, leaving room for perhaps 700,000 more. Saudi Arabia's Petroline is two lines from Abqaiq to Yanbu with a design capacity of 5 million barrels a day, which Aramco said in March 2025 it had raised to 7 million — a level the IEA notes has not been tested at sustainable flows. In early 2026 only about 2 million barrels a day of it was in use.
on Around the Strait: The Pipelines Gulf Oil Uses When Hormuz Is Shut - Twenty million barrels a day go through the strait, and at most five and a half can go around it Report
The IEA's standing assessment of the chokepoint sets the arithmetic this page is about. Nearly 20 million barrels a day of crude and products were exported through the Strait of Hormuz in 2025, around a quarter of the world's seaborne oil trade, and only Saudi Arabia and the UAE have operational crude pipelines that can re-route any of it. The agency put the available bypass capacity at 3.5 to 5.5 million barrels a day, and warned that the logistics of actually moving substantial volumes that way have not been robustly tested.
on Around the Strait: The Pipelines Gulf Oil Uses When Hormuz Is Shut