OPEC+ leaves production targets unchanged

Monday, December 01, 2025 at 09:00 UTC+01:00 (+0100), N/A, N/A

News category : Commodity and Currency Events

At its meeting on December 1, OPEC+ delegates opted to keep official production settings largely unchanged for the first quarter of 2026. The decision reflected producer caution about adding barrels into a market where demand for next year remains uncertain. Traders reacted by trimming speculative long positions and compressing forward risk premia, while energy strategists noted the choice emphasised a focus on capacity and compliance rather than immediate volume increases. The outcome lowers the immediate upside for benchmarks but leaves markets vulnerable to operational outages and geopolitical shocks that could tighten physical balances.

Overall market impact

Strong bearish market impact - strength score : 80/100

Detailed breakdown of market impact over instruments, sectors, and asset classes

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Impacted instruments :

Brent crude futures

WTI crude futures

Energy equities

Oil-exporter FX

Commodity derivatives

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