
Russia rejected a new round of oil production cuts proposed in response to coronavirus, and OPEC+ talks failed on Friday. Novak said no member was now obliged to lower output from April 1, and the meeting was adjourned.
Removing the obligation to cut output from April raises the risk of a supply glut as demand contracts, which pressures crude prices. The breakdown also threatens the Russia-Saudi alliance that has steadied the market.
과거 하락 지정학 이벤트 250건 이후, 원유 (Brent)은 5거래일 동안 중앙값 -3.1% 변동(상승 36%; 중간 50% 범위 -7.9%~+1.6%), 20거래일 동안 -5.5%.
과거 하락 지정학 이벤트 255건 이후, 원유 (WTI)은 5거래일 동안 중앙값 -2.4% 변동(상승 31%; 중간 50% 범위 -7.0%~+1.7%), 20거래일 동안 -5.0%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.
Russia rejected deeper OPEC+ cuts on March 6 and the talks failed, removing the supply-restraint framework and triggering the WTI selloff that day.
Russia rejected the cuts and Novak said no member was obliged to lower output from April 1, a direct supply shock that fed the crude selloff.
Russia rejected new production cuts and said no member was obliged to cut from April 1, removing supply discipline and weighing on crude.