OPEC+: The major implications of a minor increase

  • 100k barrels per day supply cut is small but a signal of intent after the oil price drop of c15% since end July

  • Compounds the issues of 1.6mbpd of under-production versus quota in August and under 2mbpd of spare Saudi-UAE capacity

  • We scan EM for net import/export exposure at US$100 Brent and relatively cheaper oil exporter equity markets
September 6th, 2022
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