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Saudi Arabia’s Price Cuts Send Shockwaves Through Oil Markets—Here’s Why

Daniel Kim Views  

Saudi Arabia / Yonhap News
Saudi Arabia / Yonhap News

Saudi Arabia has slashed oil prices more than expected for Asian buyers after OPEC+ further delayed production increases. This underscores persistent market weakness.

According to pricing documents released on Sunday, state-owned oil giant Saudi Aramco plans to sell its flagship Arab Light crude grade to Asia in January at a $0.90 per barrel premium to the regional benchmark.

This marks a significant drop from the $1.70 premium set for December. Based on surveys of traders and refiners, industry analysts had anticipated a more modest reduction to $1.00.

Aramco also cut prices for buyers in Northwest Europe and the Mediterranean while keeping rates steady for North American customers.

Aramco oil production facility. / Aramco
Aramco oil production facility. / Aramco

London’s benchmark oil prices have trended downward this year, fueled by concerns of a global supply surplus in 2024, mainly as China’s demand growth slows.

Brent crude is currently trading in a narrow range as the risk premium traders had priced in earlier, largely dissipating the ceasefire between Israel and Hezbollah in Lebanon.

OPEC+, led by Saudi Arabia and Russia, recently agreed to delay a planned production increase scheduled for early January by another three months, following two previous reductions. The group now faces a difficult decision: extend production cuts until 2025 or risk a price collapse due to the looming oversupply concerns.

Daniel Kim
content@viewusglobal.com

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