a useful start--> https://twitter.com/KS1729/status/1238526979898511364?s=19 … another theory: peak oil demand expected in 2032 before renewables kick in full force. so he wants india/China locked in fixed rate contracts for the long term at significant volumes at a low fixed price--> https://www.ft.com/content/8c17582a-6547-11ea-a6cd-df28cc3c6a68 …
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thanks
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afaik russia defected first from opec+ when saudi asked for another round of cuts
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russa felt like the cuts were just subsidizing/extending us shale (which, tbh, they were); shale was growing volume almost as fast as opec+ was cutting
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Shake out / bankrupt more expensive rival producers, regain market share and value of their primary asset while it’s still worth something. Also possibly a power move against Putin.
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@planetmoney did a great podcast on it a week agohttps://www.npr.org/2020/03/11/814529252/episode-978-coronavirus-oil-and-kansas …Thanks. Twitter will use this to make your timeline better. UndoUndo
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To reduce/kill competition from fracking companies in US
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This is the one that makes sense to me
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