OPEC video conference begins. Major headline risks in play
The suspense builds
Be very careful with OPEC headlines. The spin is unbelievable. If there's a cut, they will say it's much larger than in reality.
The baseline is a 10-15 mbpd cut but we don't know if that's from full production, Q1 levels or April levels. We also don't know for how long the cut will
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