OPEC Considers Moving the Goalposts - Here's Where They Might Go

과거 중립 정책 이벤트 187건 이후, 원유 (WTI)은 5거래일 동안 중앙값 -0.1% 변동(상승 49%; 중간 50% 범위 -4.0%~+3.5%), 20거래일 동안 +0.1%.

• 2023. 11. 30.OPEC+ Production Cuts Fail to Convince Oil Traders Amid Lack of Detail - Bloomberg-11.0%
• 2022. 6. 30.OPEC+ Ratifies August Oil Production Increase, Leaving Next Move Unresolved - Bloomberg-6.3%
• 2022. 10. 31.OPEC Says Supply Surplus Was Main Reason for Oil Production Cut - Bloomberg+5.4%
• 2017. 8. 2.OPEC, Saudi Arabia, and Sanctions Update: Connecting the Dots-0.2%
• 2026. 1. 26.OPEC+ Likely to Stick With Supply Pause in March, Delegates Say - Bloomberg+6.4%

과거 중립 정책 이벤트 175건 이후, 원유 (Brent)은 5거래일 동안 중앙값 -0.9% 변동(상승 45%; 중간 50% 범위 -3.6%~+3.0%), 20거래일 동안 +0.7%.

• 2023. 12. 1.Skepticism and Confusion: What Analysts Say About the OPEC+ Cuts - Bloomberg-9.9%
• 2023. 11. 30.OPEC+ Production Cuts Fail to Convince Oil Traders Amid Lack of Detail - Bloomberg-10.5%
• 2022. 6. 30.OPEC+ Ratifies August Oil Production Increase, Leaving Next Move Unresolved - Bloomberg-11.8%
• 2026. 1. 26.OPEC+ Likely to Stick With Supply Pause in March, Delegates Say - Bloomberg+6.6%
• 2022. 10. 31.OPEC Says Supply Surplus Was Main Reason for Oil Production Cut - Bloomberg+4.0%