Tag Archives: opec

We have reviewed a draft of the proration order and share it and something that jumps out at us here… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are …

In addition to the in-depth Infill Thinking research updates published this week, 7 quick hits crossed our desk that we believe are worth a mention. So here are some digestible nuggets of market intel. There’s a lot more to this story… Login to see the full update…  To read this …

This week, we put the oil market’s biggest open question to oil traders on Twitter. What will OPEC do in exactly one month when the group meets to decide whether to extend the production quotas implemented in November 2016? We polled the most influential oil trading group on Twitter (#OOTT) on …

There’s an OPEC meeting this week, have you heard? In a Google News scan Monday morning, we counted more than 100 articles about OPEC published in the last 24 hours alone. Enough will be written this week about the pageantry in Vienna to fill a small library. Endless speculation leading up …

OPEC’s announcement in Algeria of an agreement to curb production has the press excited about the “the first OPEC production cut in 8 years.” But we’d argue this is just more of the same as no member quotas have been set yet. We explore the details, nuances and implications here. …