The Fed sends flowers to OPEC
OPEC+ continues to keep oil prices within a 'goldilocks' price range and provide stability in turbulent geopolitical times
The US Federal Reserve published in January an academic paper, Reasons Behind Words: OPEC Narratives and the Oil Market. The paper is the result of rigorous research and analysis by a team of authors who used a model-based approach to analyse all recorded OPEC press releases and mapped them against the fundamentals of oil supply, demand and speculative activity in the oil market. Their main conclusion was that “OPEC communication reduces oil price volatility and prompts market participants to rebalance their positions”. For an organisation that often gets a bad press, this complimentary statement might come as a surprise to many, particularly those who mistakenly take the view that OPEC is a
Also in this section
19 March 2026
The regional crisis highlights the undervalued role of fixed pipelines in the age of tanker flexibility
18 March 2026
Rising LNG exports and AI-driven power demand have raised concerns that US gas prices could climb sharply, but analysts say abundant shale supply and continued productivity gains should keep Henry Hub within a range that preserves the competitiveness of US LNG
18 March 2026
Risks of shortages in oil products may cause world leaders to panic and make mistakes instead of letting the market do what it does best
17 March 2026
The crisis in the Middle East has put LNG’s ability to offer security and flexibility under uncomfortable scrutiny
