­MNI Commodity Weekly - Trump Threats Leave OPEC+ at Odds

Executive Summary:

• Trump Threats Leave OPEC+ at Odds: OPEC+ plans to bring back barrels in April after three prior delays as they asses whether Trump threats end up materialising and opening the door for more barrels.
• Oil Markets: Crude resumed a corrective pullback cycle from a high on Jan. 15 as Libya supply risks ease while uncertainty surrounds the impact of US tariffs threatened by US President Trump and future OPEC+ output plans. Diesel cracks are losing ground, likely pressured by warming temperatures cutting heating demand and helping aid refinery restarts.
• Analyst Views: See oil market views from biggest names in the industry.

Full piece here:

MNI Commodity Weekly - Trump Threats Leave OPEC+ at Odds.pdf