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 $105.4/b ▼ TTF €81.97/MWh ▲ OPEC_ORB $108.8/b ● SPR_US 286.6 Mb ▼ FAO_FFPI 133.3 ▲
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.