TradeWinds: Opec disconnect: Poten & Partners asks if more oil on the water will translate to higher rates
August 11, 2025
What Opec says and what it does when it comes to production, quotas and exports are all different, Poten & Partners argues.
The broker’s head of tanker research, Erik Broekhuizen, said the bloc’s rising production quotas do not always mean more oil is pumped.
And just because more oil is being pumped, it does not mean it is making it to export markets.
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