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Opinion: OPEC Divorce And Self-Destruction Thanks To Saudi Oil Strategy?

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Together, the three quotes provide a framework for analyzing Saudi options heading into the December 4 OPEC meeting in Vienna and its choices vis-à-vis the OPEC outsiders (all members but Saudi Arabia and its Gulf Arab allies, Kuwait, UAE, Qatar): reconciliation, separation, or divorce. If You’re a Free Range Oil Producer.

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Opinion: Saudi Oil Strategy: Brilliant Or Suicide?

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In the last quarter of 2014, in the face of possible oversupply, Saudi Arabia abandoned its traditional role as the global oil market’s swing producer and therefore it role as unofficial guarantor of existing ($100+ per barrel) prices. The Saudis obviously miscalculated the degree to which their shift would negatively impact oil prices.

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Europe/US team: transitioning to a low-carbon world will create new rivalries, winners and losers

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Nigeria or Algeria cannot do the same for their oil industry. Saudi Arabia and Kuwait might, and should be encouraged to do so. G20 countries build a generous Green Climate Fund, well above the $100-billion-a-year goal in the Paris climate agreement. —Goldthau et al. Big green deal. ?This Geopolitical friction is low.

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