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(Jefferies) Integrated Oils : OPEC Delivers

OPEC has delivered an agreement to cut production by 1.2 mbd. The agreement seems to meet the four criteria the Saudis required; it is a collective action with equitable burden sharing and country-level allocations that provide credibility and transparency. OPEC has indicated that non-OPEC countries will also make production cuts of 600 kbd, with 300 kbd coming from Russia.

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Download jefferis_integrated_oils_01122016.pdf
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