Key Takeaways
- • No substantive content about Stephen Schwarzman, private credit, or software industry fear was available; the original article could not be retrieved.
- • The supplemental material provided is unrelated oil, gas, and hydrogen research from the Oxford Institute for Energy Studies (OIES), dated between early and late September 2026.
- • OIES projects global oil supply to fall 5 mb/d to 100.4 mb/d in 2026 before rebounding in 2027, with the Brent outlook raised to $92/b for 2026.
Summary
The source material available for this story does not cover Stephen Schwarzman, private credit markets, or fears in the software industry, and no reliable account of the article's stated subject could be established from the supplied content. The only substantive material retrieved comes from the Oxford Institute for Energy Studies (OIES), which is not the publisher of the story in question and whose content concerns energy markets rather than alternative investment or private credit topics.
The most recent OIES Oil Monthly (Issue 57, published late September 2026) projects that global oil supply will fall by 5 mb/d to 100.4 mb/d in 2026, before rebounding by 7.15 mb/d to 107.5 mb/d in 2027. OIES attributes the deeper 2026 contraction to the continued disruption of Middle East Gulf supplies, and it lifted its Brent price outlook by $2.6/b to $92/b for 2026 and by $1.7/b to $81/b for 2027.
Other OIES podcasts from September 2026 addressed the impact of the Strait of Hormuz closure on LNG trade, the outlook for European gas storage ahead of winter 2026/27, and the bankability of hydrogen demand. These materials do not address the subject of the original article and are included here only for transparency about the available sources.
The most recent OIES Oil Monthly (Issue 57, published late September 2026) projects that global oil supply will fall by 5 mb/d to 100.4 mb/d in 2026, before rebounding by 7.15 mb/d to 107.5 mb/d in 2027. OIES attributes the deeper 2026 contraction to the continued disruption of Middle East Gulf supplies, and it lifted its Brent price outlook by $2.6/b to $92/b for 2026 and by $1.7/b to $81/b for 2027.
Other OIES podcasts from September 2026 addressed the impact of the Strait of Hormuz closure on LNG trade, the outlook for European gas storage ahead of winter 2026/27, and the bankability of hydrogen demand. These materials do not address the subject of the original article and are included here only for transparency about the available sources.
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