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Oil Market Report - September 2026 – Analysis - IEA
Oil Market Report - September 2026 - Analysis and key findings. A report by the International Energy Agency.

Global Economic Outlook: September 2026 | S&P Global
The recent increases in crude oil prices have exceeded the higher assumptions feeding into our latest round of forecast updates. The current base case from S&P Global Energy, termed “contested recovery,” incorporates end-2026 and end-2027 Dated Brent crude prices of US$89/barrel and US$86/barrel, respectively, up from the prior forecast round.

Oil Shock and Rate Bets Reshape Global Markets | 1st ...
Markets begin September with oil prices, renewed Middle East tensions, and shifting Fed rate expectations driving the global outlook. WTI is holding above $85.50 as concerns over energy supplies through the Strait of Hormuz keep a geopolitical premium in crude, while rising oil prices are simultaneously reviving inflation concerns. At the same time, markets are pricing a roughly 65% ...

Oil price spike fuels bets on Fed rate hike by September
Markets suggest a significant increase in the likelihood of a Federal Reserve rate hike by September, with odds currently at 43% for that meeting. Rising oil prices and subsequent inflation concerns appear to drive expectations for the Federal Reserve’s monetary policy adjustments.

Oil Price Volatility 2026: Geopolitics Meets Supply Squeeze
Why Brent Crude Is Swinging Between $80 and $90 a Barrel Oil price volatility has defined the global crude market since early August 2026, with Brent futures tracing a sharp V-shaped recovery. Brent fell below $80 per barrel on August 4, settling at $79.36, as renewed U.S.-Iran talks briefly eased geopolitical tension. Within two weeks, that optimism reversed: Brent closed above $90 on August ...

Brent Crude Hits $100 Amid Rising Fed Rate Expectations
On September 09, 2026, Brent crude oil prices surged to $100 per barrel as market expectations rise for a potential interest rate hike by the Federal Reserve in its upcoming policy meeting, coinciding with a continued increase in bond yields.

The Aftermath of the 2026 Oil Shock: Some Alternative ...
The conflict in the Middle East that erupted on February 28, 2026, has disrupted the supply of oil and other key commodities and left substantial damage to oil infrastructure in Iran and beyond. To assess the potential size of the oil shock’s effects, we consider the impact on the U.S. economy of various scenarios for the price of oil with a standard medium-scale macroeconomic model ...

 

 

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