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OPEC+ Strategy to Lower Oil Prices
- Omar Najia expects oil prices to drop to $40-$45 due to inflationary pressures elsewhere.
- OPEC+ appears to be increasing production to intentionally lower prices and challenge non-OPEC producers.
Complex Iran Deal Landscape
- Laurie's view suggests short-term Iran deal prospects are mixed with conflicting messages hindering progress.
- Both Iran and the US have incentives for a deal, but political complexities delay a near-term resolution.
Challenges to Sustainable Iran Deal
- Omar Al-Ubaydli notes congressional opposition may block any Iran deal despite executive willingness.
- Even if a deal is made, deep strategic opposition between Israel and Iran likely prevents lasting regional peace.