Separate September IEA supply and stock analysis from China’s planned November envoy diplomacy. Neither older flows nor plans prove normal shipping today.
An IEA commentary of 18 September analysed how bypass routes, non-Gulf production and weaker demand partly offset Gulf supply constraints while inventories declined. Its evidence mainly concerns August and early September, not shipping or output on 3 November.
Original source ↗The official embassy copy of China’s 2 November foreign-ministry briefing announced a Gabonese presidential visit on 3–7 November, an APEC ministerial meeting on 3 November and a Lancang-Mekong foreign ministers’ meeting on 3–4 November.
Original source ↗