@IEA IEA
Official IEA account publishing authoritative primary-source global energy data and macro analysis
Disseminates IEA reports and datasets: oil/gas supply-demand
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
IEA is publishing macro and thematic energy-market analysis rather than tradeable single-name calls. The window centers on global energy investment growth, Hormuz-related supply disruption risk, Southeast Asia demand vulnerability, and electrification resilience, with no ticker-specific positioning or directional trades disclosed.
The author is not making ticker-level directional calls this week; the feed is macro and institutional research focused. Concentration sits in Hormuz disruption risk, Southeast Asia exposure, and rising global energy investment, with recurring emphasis on electricity, solar, gas, storage, and resilience infrastructure. No adds, trims, exits, or pump-risk flags are present because there are no ticker-linked signals.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @IEA | · | Gulf producers keep oil flowing amid Hormuz crisis and transit through the Strait may recover. | · | tweet ↗ |
| 2026-07-02 | · | @IEA | · | IEA says electricity and electric mobility are growing fast in Southeast Asia's energy future. | · | tweet ↗ |
| 2026-07-02 | · | @IEA | · | Global energy investment projected to grow to $3.4T in 2026. | · | tweet ↗ |
| 2026-07-01 | · | @IEA | · | IEA frames current energy crisis as catalyst for efficiency and security improvements. | · | tweet ↗ |
| 2026-07-01 | · | @IEA | · | Canada joins IEA ministerial advisory panel on electricity affordability. | · | tweet ↗ |
| 2026-06-30 | · | @IEA | · | IEA cites Southeast Asia exposure to Hormuz disruption and Middle East crude share. | · | tweet ↗ |
| 2026-06-30 | · | @IEA | · | IEA notes 2025 energy demand growth led by solar then gas. | · | tweet ↗ |
| 2026-06-30 | · | @IEA | · | IEA frames Southeast Asia energy future around electricity and electric mobility growth. | · | tweet ↗ |
| 2026-06-29 | · | @IEA | · | Says efficiency progress can benefit energy security and affordability amid energy crisis. | · | tweet ↗ |
| 2026-06-28 | · | @IEA | · | IEA says global energy investment set to grow to $3.4T in 2026; China and advanced economies over 70%. | · | tweet ↗ |
| 2026-06-28 | · | @IEA | · | Gulf producer actions and alternate routes kept oil flowing, easing Hormuz supply disruption concerns. | · | tweet ↗ |
| 2026-06-27 | · | @IEA | · | Global energy spending on track for $3.4T in 2026 with $2.2T low-emissions and $1.2T fossil fuels. | · | tweet ↗ |
| 2026-06-27 | · | @IEA | · | Oil surplus cushioned Hormuz shock, but inventories falling record pace makes flow recovery critical. | · | tweet ↗ |
| 2026-06-26 | · | @IEA | · | Demand flexibility could boost power system resilience and efficiency as electrification advances. | · | tweet ↗ |
| 2026-06-26 | · | @IEA | · | Oil surplus cushioned Hormuz shock, but inventories falling record pace makes flow recovery critical. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.