OPEC+ Could Unwind 2022 Output Cuts Eventually, But Market Dynamics Might Complicate Path -- Market Talk

Dow Jones06-08 16:30

0830 GMT - OPEC+ could begin unwinding the 2 million barrels per day of official cuts agreed to in October 2022 once voluntary reductions are fully reversed, though market dynamics might complicate that path, Rystad Energy says. Once the Strait of Hormuz reopens and flows normalize, the market is expected to see the return of OPEC+ supply, stronger U.S. shale production, and weaker demand after a prolonged period of elevated prices, says Rystad's Jorge Leon. In the near term, that excess supply could be absorbed through rebuilding strategic and commercial inventories. But once restocking is complete, a structural surplus may re-emerge, potentially forcing OPEC+ back into coordinated production cuts. The key challenge will be maintaining cohesion: discipline is easier in tight markets than when rising supply forces members to decide who shoulders the burden of restraint, says Leon. (giulia.petroni@wsj.com)

(END) Dow Jones Newswires

June 08, 2026 04:30 ET (08:30 GMT)

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