About this episode
OPEC's latest and eagerly watched monthly oil market report, which presented a softer near-term demand outlook compared to its July forecasts, has coincided with a dip in oil prices at a time when the group has made clear its intention to gradually reintroduce supply to the market. Can OPEC and its allies remain calm in the face of a sluggish demand picture?
In this episode of the Oil Markets podcast, Joel Hanley is joined by S&P Global Commodity Insights' Nick Coleman and Payam Hashempour to discuss the geopolitical and oil market fundamentals driving current OPEC+ policy.
Links:
Dated Brent - PCAAS00
Dubai Mo01 - PCAAT00
OPEC+ still hopes to unwind oil cuts in October, as ministers keep close eye on the market (subscriber content)
'Call' on OPEC+ crude in 2024, 2025 trimmed again in bearish update
S&P Global Commodity Insights Abuja Forum
S&P Global Commodity Insights Lagos Forum
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