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Oil Markets in 2025: Divergence in narrative

카테고리
국외자료
개인저자
Bassam Fattouh, Andreas Economou
발행기관
OIES
발행년월
2025.02
페이지수
12p
URL
요약
While Trump 2.0 policies are creating uncertainties, the impacts on growth and oil demand may not to be felt this year. Also, potential demand impacts could be offset by supply factors such as geopolitical disruptions, more cohesive and proactive OPEC+, and a repeat of the 2024 non-OPEC+ performance to mention few factors. Only couple of months into 2025, these moving parts and uncertainties are already starting to change the dominant narrative of an oil glut.