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The Fracturing of OPEC - UAE quits OPEC on May 1

Strategy Report ·David Roche ·28 Apr 2026

The Fracturing of OPEC - UAE quits OPEC on May 1 UAE quitting OPEC means: · No change in oil prices or oil supply in short term as UAE oil outlets are constrained by Gulf blockades. · Long term UAE oil output could painlessly double to 6mn bpd. This would …

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A Crude Way To Double Down

Archive Report ·David Roche ·09 Mar 2020

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Libya - The Political Premium On Oil

Archive Report ·David Roche ·01 Apr 2011

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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From The Financial To The Real

Archive Report ·David Roche ·18 Jan 2008

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Russia - Voting For Autocracy Update

Archive Report ·David Roche ·09 Dec 2003

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Oil - Strip Poker

Archive Report ·David Roche ·07 Oct 2003

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Playing The Russian Card Update

Archive Report ·David Roche ·22 May 2002

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Middle East - Not More Of The Same Update

Archive Report ·David Roche ·02 Apr 2002

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Oil - Movers And Sheikhers Note

Archive Report ·David Roche ·08 Sep 2000

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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