institutional analysis
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IEA · France/OECD · The largest oil supply disruption on record
Characterises the episode as the largest supply disruption in the history of the oil market; tracks shut-ins rising as Gulf storage saturated; peak disruption 11.3 mb/d in May.
“Production shut-ins averaged 11.3 million barrels per day in May, the IEA's largest-ever recorded supply disruption.”