Kaoboy Musings

Kaoboy Musings

Share this post

Kaoboy Musings
Kaoboy Musings
Re: Oil/Inflation-Supply/Demand Curves & OPEC+'s Fantasyland.
Copy link
Facebook
Email
Notes
More

Re: Oil/Inflation-Supply/Demand Curves & OPEC+'s Fantasyland.

OPEC+ has sacrificed long-term gain to avoid short-term pain.

Michael Kao's avatar
Michael Kao
Apr 15, 2023
∙ Paid
44

Share this post

Kaoboy Musings
Kaoboy Musings
Re: Oil/Inflation-Supply/Demand Curves & OPEC+'s Fantasyland.
Copy link
Facebook
Email
Notes
More
18
6
Share

Two weeks ago, I wrote about OPEC+’s decision to jump into the Geopolitical Mosh Pit with its surprise cut of 1.65 mmbpd of Oil production:

Kaoboy Musings
Re: Oil/Inflation/USD-Clash of the Titans.
The Greek mythology nerd in me can’t help thinking about this old 80’s flick given today’s surprise OPEC+ cut…
Read more
2 years ago · 40 likes · 15 comments · Michael Kao

Unfortunately for all of us and ultimately for OPEC+, I believe the Fed will ultimately win this Clash of the Titans.

Kaoboy Musings is a reader-supported publication. To receive new posts and support my work, consid…

Keep reading with a 7-day free trial

Subscribe to Kaoboy Musings to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Michael Kao
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More