OPEC oil export cuts have not marinated into oil markets

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aja57
Posts: 183
Joined: Sun May 29, 2022 10:35 pm

OPEC oil export cuts have not marinated into oil markets

Post by aja57 »

Just like Fed hikes have a lag effect, so do OPEC export cuts..
https://www.zerohedge.com/markets/oil-market-hasnt-felt-full-impact-saudi-arabias-cuts-yet
dan_s
Posts: 33222
Joined: Fri Apr 23, 2010 8:22 am

Re: OPEC oil export cuts have not marinated into oil markets

Post by dan_s »

You should all read the article at the link above. It takes several months before oil exported from the Persian Gulf reaches the U.S.

The market is yet to see the full impact of Saudi Arabia’s production cuts, and oil prices could go far beyond $100 if its output remains low.

Saudi Arabia has pledged to extend its 1 million bpd production cut through December, a move that would tighten markets dramatically.

While Russia appears to be falling short of its pledge to cut exports, strong demand indicators suggest the market is set to tighten.
Dan Steffens
Energy Prospectus Group
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