In this morning's appearance on the set of CNBC's Squawk Box, I used the analogy of OPEC being a soccer team - some member's exports are on the defensive (Iran, Angola, Nigeria, et al), while others are on the attack (core OPEC).
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This morning's appearance on CNBC Squawk Box once again addressed the notion of 'don't fight the Falih', and the likelihood of Saudi and Russia dialing back on production cuts at Friday's semi-annual meeting.
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I had a good ole run at it on CNBC Asia last night with Bernie Lo, chatting about OPEC, US producer hedging, geopolitical tension, and how the crude rally looks like it is running out of steam here.
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