OPEC+: The major implications of a minor increase
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100k barrels per day supply cut is small but a signal of intent after the oil price drop of c15% since end July
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Compounds the issues of 1.6mbpd of under-production versus quota in August and under 2mbpd of spare Saudi-UAE capacity
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We scan EM for net import/export exposure at US$100 Brent and relatively cheaper oil exporter equity markets
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").
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