OPEC's Strategic Production Shift

The Daily Energy Markets Podcast capped the week with insights from Henning Gloystein, Head of Energy, Climate & Resources, Eurasia Group; Danial Rahmat, Senior Energy Security Consultant, Iran; and David Elward, Pricing Director, Energy Transition, General Index. The conversation centered around the geopolitical tensions in Russia and Ukraine and the risks of conflict posed by Israel on Iran; outlook for OPEC+ decision next week; and closer look on fuel products particularly on SAFs. What decision will OPEC+ likely make on oil supply at next week’s meeting: 1. Raise close to 1mbpd; 2. Raise by 411kbpd; 3. No change; 4. Cut by 200kbpd Share your views here: https://x.com/gulf_intel/status/1925803362622075111 OR here: https://www.linkedin.com/feed/update/urn:li:activity:7331569256280539136