Strategy Note /
GlobalOil price has erased all of the Russia-Ukraine premium, back to end-2021 levels
Growth and banking fears plunge oil price back to end-2021 level of low US$70s; we chart trade exposure across EM and DM
Next OPEC ministerial committee meeting in early April with full meeting on 4 June; higher probability of new output cut
Saudi, GCC (ex-Bahrain), Iraq, fiscally more resilient to oil price drops than previously, not so Iran or Kazakhstan
Hasnain Malik
Strategy & Head of Equity Research @ Tellimer Research
Contributors
21 March 2023
Published byTellimer Research
