

Middle Eastern vs Russian crude - the tug-of-war to woo Indian refiners
Jul 25, 2024
Exploring the shift in India's oil imports towards Russian crude and its impact on traditional Middle Eastern suppliers. Analysis of market dynamics, OPEC agreements, compliance issues, and potential scenarios. Discussion on Middle Eastern exporters' strategies and OPEC production cuts.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Diversification of India's Crude Oil Basket with Russian Oil Flows
01:40 • 6min
Shift in Market Share and Compliance Issues
07:40 • 4min
Middle Eastern oil exporters' strategy to maintain market share and increase refining capacity
11:58 • 3min
Discussion on OPEC production cuts, spare capacity, and market balancing
15:01 • 3min