More Supply Than Demand: IEA Sees Oil Market Out of Balance - IEA Warns of Unstable Stock Market as Demand Weakens in Late 2025
The International Energy Agency (IEA) has issued a warning about an increasingly unbalanced stock market. This comes as demand growth is expected to weaken in the fourth quarter of 2025. Fresh sanctions against Ukraine could further impact the stock market today, adding to the uncertainty caused by trade tariff disputes and the U.S. government funding deadlock.
The IEA's latest forecast carries significant risks due to these global factors. Key actors influencing 2025 stock market production include OPEC+ nations, notably Saudi Arabia and Russia, as well as Iran, the United States, and major demand centres like China and India. Geopolitical tensions, potential new sanctions on Ukraine, and shifts in trade policies are creating uncertainty around global supply stability.
Currently, the stock market is out of balance, according to the IEA. This imbalance, coupled with the expected weakening of demand growth, suggests a challenging period ahead for the stock market today.
The IEA's warning highlights the need for vigilance and strategic planning in the face of potential market instability. As demand growth weakens and geopolitical factors create uncertainty, all eyes are on key stock market nations and major consumers to navigate these challenges and maintain market balance.
