DRI-WEFA Inc. today announced the release of its Oil Price Forecast Update, which examines the current dispute between OPEC and the major non-OPEC producers, principally Russia, and the prospect of a new price war.
DRI-WEFA predicts a price war would likely send West Texas Intermediate crude to the mid- or even low teens. Even under fairly optimistic economic expectations, the market is not expected to bail producers out.
According to Michael Lynch, chief energy economist, DRI-WEFA, “Past experience suggests that the probability of a major price war is not high, and that a brief downturn and recovery is the most likely outcome. Previous price wars involved major disagreements among OPEC producers over target prices and market share, with non-OPEC producers promising, and sometimes delivering, small production cuts only in the final instance.”
Lynch concluded, “Thus, although there have been several price wars that depressed prices for a year, the fact that OPEC members and most non-OPEC producers are already in agreement on new cuts implies that the current situation will be resolved fairly soon.”
DRI-WEFA’s latest oil price forecast presents several possible outcomes, including the price paths that would result and indicators to monitor for evidence as to which path the market is following.
Dispute raises the possibility of an oil price war
Brief downturn and recovery the most likely outcome, report says
- By: IE Staff
- November 23, 2001 November 23, 2001
- 10:55