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The Fracturing of OPEC - UAE quits OPEC on May 1
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 …
ME – What Matters Matter?
ME – What Matters Matter? We are probably at the point of maximum Iranian war disruption. Long oil hedge is being cut 50% and will be sold completely if Brent goes above US$100/bbl. The reasons: · Massive naval power being refocused on Gulf shipping security. So…
Iraq - Break Up Update
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.