LINC R&A presents our second macro analysis for the semester, a scenario analysis of the upcoming OPEC meeting. This analysis was written by our macro analyststs Ludvig Tingåker and Martin Holmquist.

Summary of the most important conclusions:

  • OPEC is expected to announce an agreement of a production ceiling following their upcoming meeting November30th.
  • Russia has publicly stated that they intend to support and honor such an agreement
  • Internal diverting agendas and historically poor results of previous attempts of capping the production leaves doubts in most analysts
  • A rise in the oil price might benefit USA as much as the involved countries, to the Middle Eastern producers great dismay

 

Read the full report by clicking on the analysis below

 

Scenario Analysis of the upcoming OPEC meeting