AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
Forward Guidance
The Risk of Harmony in OPEC
Saudi Arabia has the heavy lift, right? Because they have by far the highest capacity they can produce 12 million barrels a day. And then some countries like Kuwait and UAE are actually always a colleague discipline to compliant Jack. But everyone else doesn't play ball and now it's called OPEC Plus including Russia, which is not 7 million, that doesn't work. So look, from here if demand weakens and OPEC has to do more, what I'm saying is exponents eventually the risk of this harmony in OPEC increases.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode