Why OPEC+ spare capacity below four million barrels a day is the metric to watch — and the one no one is publicly tracking.
$ shortage briefing get thin-blue-line
> lang=en read=14min kind=feature
> published 2026-05-15BRENT $88.52/b ● TTF €61.42/MWh ▲ OPEC_ORB $108.8/b ● SPR_US 304.8 Mb ▼ FAO_FFPI 130.3 ▼
Feature · Energy
Why OPEC+ spare capacity below four million barrels a day is the metric to watch — and the one no one is publicly tracking.