IAG

The IEA chief warns that commercial oil inventories are depleting rapidly, with only a few weeks remaining, despite strategic reserve releases adding 2.5 million bpd to the market. He highlights a "perception gap" between physical oil markets and futures prices, suggesting markets may be underpricing supply risk stemming from the Middle East conflict. Counterpoints exist, with some energy firms and airlines reporting sufficient near-term supplies, and analysts citing potential import substitution to offset deficits.

Heathrow Airport reported a decline in passenger numbers in April 2026, attributed to travel disruption caused by the Iran war. The article, sourced from Reuters, does not cite specific figures or named airline tickers. No individual company earnings or guidance changes are referenced beyond the broad traffic impact on the airport.