PARIS, Oct. 15 -- The International Energy Agency says the world pumped 2.5 million barrels a day more oil in September and still fell short of what it burned, leaving European diesel prices exposed to another rise in the coming weeks.

Global supply rose to 102.3 million barrels a day, against demand of about 103.5 million, Euronews reported from the agency's October oil market report. The recovery was led by Saudi Arabia, where a jump in Gulf crude exports took shipments to more than three-quarters of their pre-war level. "Renewed attacks in the Gulf leave the recovery fragile," the IEA said.

Diesel is where the shortfall shows. Prices have come down from September's records above $200 a barrel, but the agency said benchmarks "remain n...