The IEA says US gasoline consumption surprised on the upside, averaging +1.5% YoY in March–April and reversing a 12‑month decline. Pump prices have risen nearly 50% since the conflict began, yet demand grew; preliminary data show growth slowed in May–June. US drivers account for almost one‑third of global gasoline use, making US demand pivotal for markets. The IEA cautioned some recent gains may reflect stockpiling and expects demand growth to revert toward historical trends by 2027.