OPEC+'s Strategic Pause Signals a Shifting Oil Power Balance

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OPEC+ has decided to implement a 'strategic pause' on production quotas, shifting from deepening cuts to stabilizing prices, amidst a looming surplus in early 2026.

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Market impact analysis based on neutral sentiment with 61% confidence.

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61%

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Brent crude has drifted into the low-$60s, a price corridor OPEC+ has spent the better part of two years trying to defend through disciplined supply management. Yet the market’s center of gravity is shifting. Independent forecasts now point to a looming surplus of 2.1–4 million barrels per day in early 2026. Against that backdrop, OPEC+ has chosen what it calls a “strategic pause,” rolling over production quotas rather than deepening cuts. The decision is meant to stabilize prices. But it raises a more fundamental question:…

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Original article published by OilPrice.com on December 8, 2025.
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