Saturday, December 2, 2023

OPEC Plans Collective Production Cut: Impact and Market Reactions, 2 DEC

 OPEC Plans Collective Production Cut: Impact and Market Reactions

In a significant development in the global oil market, the Organization of the Petroleum Exporting Countries (OPEC) has reportedly planned a collective production cut. The move, which includes an extension of current policy cuts and a Saudi-led reduction of 1 million barrels per day (mbpd), demonstrates a strong sense of unity among OPEC members, despite minor deviations from agreed quotas.

OPEC’s Planned Production Cut

The comprehensive reduction involves an apparent agreement on a Saudi-led cut of 1 mbpd, along with indications of a further cut of 1 mbpd for the entirety of the first quarter. The OPEC+ producers, including Saudi Arabia and Russia, are set to remove around 2.2 mbpd of oil from the global market in the first quarter of the next year. This total includes a rollover of the current voluntary cuts by these countries, amounting to 1.3 mbpd.

Market Reaction

In reaction to these developments, the bond markets are experiencing a sell-off. Gold prices have seen a decrease and the US dollar has gained strength. The market is reacting with an inflationary impulse, even though the price of oil has only increased by $1. This reaction, however, is relatively small compared to recent market movements.

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Saudi Arabia, one of the biggest oil producers, is leading these voluntary cuts by continuing its 1 million barrels per day reduction. Other members like Iraq, UAE, Kuwait, Kazakhstan, and Algeria have also decided to cut their oil supply, with Russia continuing its 500,000 barrels a day cut. This collective reduction by OPEC signifies a significant attempt to stabilize the volatile oil market and maintain oil price stability.

https://bnn.network/finance-nav/opec-plans-collective-production-cut-impact-and-market-reactions/

Blinken Calls on Iraqi Government for Protection of American Facilities, 2 DEC

 Blinken Calls on Iraqi Government for Protection of American Facilities

U.S. Secretary of State Antony Blinken has communicated with Iraqi Prime Minister Mohammed Shia al-Sudani, expressing the urgency for the Iraqi government to uphold its responsibilities in safeguarding installations hosting American personnel. This call comes amidst rising tensions and attacks on U.S. personnel in Iraq, emphasizing the necessity for increased protection.

Blinken’s Call for Protection

In the conversation with al-Sudani, Blinken made a pointed call for the Iraqi government to fulfill its obligations in protecting American facilities and personnel. He stressed the importance of not just ensuring the safety of American personnel, but also of curbing the conflict from escalating and affecting the wider region.

Al-Sudani’s Reaffirmation

In response, al-Sudani reaffirmed Iraq’s rejection of any attacks on its territory. He emphasized Iraq’s commitment to safeguarding international coalition advisers currently stationed in the country, including American personnel. The Prime Minister viewed the recent attack on the Jurf al-Sakhr area as a direct breach of Iraqi sovereignty and reiterated the government’s determination to prevent such violations.

Broader Discussions

In addition to the immediate concerns in Iraq, the dialogue between Blinken and al-Sudani also covered broader regional issues. They discussed the ongoing conflict between Israel and Hamas, the deteriorating humanitarian situation in Gaza, and the need to prevent the conflict from spreading. The U.S. has been actively involved in this conflict, providing Israel with bunker-busting bombs and other weapons for the war, as reported by The Wall Street Journal.

Simultaneously, on the domestic front, a U.S. appeals court ruled that former President Donald Trump must face civil lawsuits related to his role in the Capitol riots, rejecting his claim of immunity. This ruling signifies a landmark decision in holding political figures accountable for their actions. On the international front, the U.S. is planning to announce a $3 billion contribution to the Green Climate Fund, a fund dedicated to climate action. This contribution will add to a previous $2 billion allocation, highlighting the U.S.’s commitment to global climate action.

As the world grapples with multiple crises, organizations like Doctors Without Borders emphasize the urgent need for protecting healthcare facilities, particularly in conflict-ridden regions like Gaza. They have called for an immediate and sustained ceasefire, highlighting the necessity of peace for effective healthcare delivery.

https://bnn.network/breaking-news/climate-environment/blinken-calls-on-iraqi-government-for-protection-of-american-facilities/


Weekend Coffee with MarkZ. 12/02/2023

"IRAQ UPDATE: Iraq announced officially that they will end the dollar crisis before the end of 2023.", 2 DEC

 Iraq Update: Iraq announced officially that they will end the dollar crisis before the end of 2023.

What does this mean?
1. Raising the official exchange rate of the Dinar to the US Dollar to reduce pressure on foreign reserves?
2. Policy shifts to encourage use of Dinar over USD for domestic transactions and trade to take pressure off demand for dollars?
3. Removal of currency exchange restrictions and caps that have created imbalances and a black market?
4. Re-opening currency auctions that provide access to USD reserves to stabilize exchanges?
5. New measures to control inflation and currency speculation amid economic uncertainty?
6. Efforts to back more domestic bank balances and liabilities with reserves as reassurance?
Could be all of the above. Why? Because they also announced that they will settle the HCL next week. Which implies they have a new exchange rate ready for the international markets. Can we see a reinstated prior to or on January 1st?
Ofcourse given that implementing the HCL requires them to equally disburse settlements among the regions and they must know what the new value is as stipulated by constitutional law for the citizens in general.
Which is also apart of the US/Iraq deal that America must pull all their troops out prior. Which is probably why Iraq announced the closing of US Embassies.
We are on the verge on a once in a lifetime opportunity that will never happen again. So if you hold IQD consider yourself lucky.

Iraqi DinaršŸ”„WOW News About Iraqi Dinar Effective Exchange Rates Released...


"RV UPDATE" BY MNT GOAT, 2 DEC

 Mnt Goat 

  “The Prime Minister’s philosophy confirms that economic reform cannot be achieved without reforming the banking system, and therefore the priority begins with reforming the financial system.” 

 ...more proof that Iraqi’s economy does not need to grow any more at this time in order to get to the value of the dinar to what we need for a fair and honest rate reflected...the “priority” begins with reforming the financial system and currency reform is a large part of the financial system.  ...Iraq will never be able to raise enough the money alone to rebuild Iraq and its economy unless they first complete the needed banking and financial reforms needed to attract investors...

ADVISER TO THE PRIME MINISTER: ECONOMIC POLICY IN IRAQ IS MOVING TOWARDS IMPLEMENTING THE PRINCIPLE OF MONETARY SOVEREIGNTY” WOW! WOW! WOW!  

 It tells us flat right out in the open that Iraq is about to take complete control over their currency again. WOW! ...This has reinstatement and RV written all over this statement... 

Iraq and BRICS – The RV Writing is Now on the Wall, BY DINAR IRAQ AND DONG VIETNAM, 2 DEC

 Iraq and BRICS – The RV Writing is Now on the Wall

There is a popular phrase in the smart investments community: “There are no certainties, there are only probabilities”.
Applying this to the IQD, the probabilities of an RV just moved a lot higher.
Joining the BRICS alliance would offer Iraq economic stability, enhanced trade relations, and a stronger bargaining position in the global economic and foreign currency exchange landscape.

A recent series of strategic and geopolitical moves involving Iraq, particularly the centralization of oil governance, Russia’s influence in Kurdistan, and China’s economic inroads, suggest a realistic scenario where Iraq formally joins the BRICS alliance to establish its economic power and IQD currency strength.

The move towards a unified oil law (more on this in an upcoming article), orchestrated in collaboration with Russia’s interests, signifies a shift away from Western influence in Iraq’s oil sector.
As Iraq pivots toward a more strategic economic approach, it’s common ground with BRICS nations, who advocate for multipolarity and
resist Western dominance, continues to grow.
Here’s why:
Russia and China are strategically securing control over Iraq’s oil resources, particularly the Eridu oil field in Block 10, which is the largest discovery in Iraq in the last 20 years.
Lukoil, a Russian company, aims to take complete control of this oil-rich area by acquiring Inpex’s 40 percent stake in Block 10.
Russia’s influence in Iraq’s oil industry has expanded, notably with its effective takeover of Kurdistan’s oil and gas industry.

Furthermore, China’s extensive economic engagement, including the Belt and Road Initiative and preferential oil agreements, positions Iraq within a sphere of influence that aligns with the BRICS ethos.
Joining the BRICS alliance would offer Iraq economic stability, enhanced trade relations, and a stronger bargaining position in the global economic and foreign currency exchange landscape.
Additionally, considering the BRICS Alliance’s discussions around alternatives to the U.S. dollar as a global reserve currency, Iraq is likely considering a more diversified and resilient currency strategy within the BRICS framework.
Strategic Winners and Losers
Winners: Russia and China emerge as strategic winners, consolidating control over Iraq’s oil resources and expanding their economic influence.
They benefit from favorable agreements, infrastructure projects, and weakened Western influence.
Losers: Western nations and companies face a decline in influence as Russia and China strategically secure key positions in Iraq’s energy sector.
Other regional players not aligned with Russia and China may also lose out on economic opportunities and influence.
The Big Picture Clearly Shows the Writing on the Wall: Iraq Will Join BRICS
The broader strategy involves multiple exploration and development deals between Russian and Chinese firms, granting them a significant geopolitical presence in Iraq.
Both countries are leveraging agreements, such as the Iraq-China Framework Agreement, which provides China with first refusal on oil projects and a 30 percent discount on oil, gas, and petrochemical purchases.
China is also allowed to build factories and infrastructure across Iraq, including railway links as part of its Belt and Road Initiative.
These plans extend to the southeast region of Iraq, connecting to the major oil export hub of Basra.
Russia and China aim to establish control over oil and gas fields and transportation hubs in this region.
Major New Projects Favor BRICS – Not the USA/West
Infrastructure projects, such as the approval of funds for Al-Zubair and the construction of a civilian airport in Dhi Qar, demonstrate China’s increasing involvement in Iraq’s development within the framework of oil-for-reconstruction agreements.
Major New Projects Favor BRICS – Not the USA/West
Infrastructure projects, such as the approval of funds for Al-Zubair and the construction of a civilian airport in Dhi Qar, demonstrate China’s increasing involvement in Iraq’s development within the framework of oil-for-reconstruction agreements.
Overall, this signifies a broader shift in influence away from Western countries in Iraq’s energy sector.
Lukoil’s Acquisition of Inpex’s Stake in Block 10
Significance: Lukoil, a Russian company, aims to take control of Iraq’s Eridu oil field, the largest oil discovery in Iraq in the last 20 years. This move aligns with Russia’s strategy to dominate Iraq’s oil resources, reducing Western influence.
Winners: Russia and China, as they strengthen their control over Iraq’s oil sector.
Losers: Inpex, a major oil company from the U.S. ally Japan, loses its stake in the Block 10 region, marking a decline in Western influence.

Russian Control of Kurdistan’s Oil and Gas Industry

Significance: Russia effectively took over Kurdistan’s oil and gas industry through Rosneft, consolidating influence in a troublesome semi-autonomous region. This maneuver contributes to Russia’s broader plan for dominance in Iraq.
Winners: Russia, as it extends its influence over Kurdistan and weakens ties between the region and the central Iraq government.

Losers: Western interests, as Russian influence in Kurdistan grows.
Iraq-China Framework Agreement

Significance: The agreement gives China first refusal on Iraqi oil, gas, and petrochemical projects, along with a 30 percent discount on purchases. It also allows China to build factories and infrastructure in Iraq, aligning with its Belt and Road Initiative.
Winners: China, securing favorable terms and expanding its economic and infrastructural influence in Iraq.

Losers: Other countries seeking access to Iraq’s energy resources, facing competition and potential exclusion due to China’s preferential treatment.
Infrastructure Projects in Al-Zubair and Dhi Qar

Significance: China’s heavy involvement in infrastructure projects, funded by Iraq, strengthens economic ties and contributes to the oil-for-reconstruction agreement. The projects enhance China’s presence in key regions with significant oil fields.
Winners: China, gaining influence through infrastructure development in strategic areas.
Losers: Other nations and companies competing for similar projects in Iraq, as China secures key infrastructure deals.

Construction of a Civilian Airport in Dhi Qar

Significance: China secures a major contract to build a civilian airport in a region rich in oil fields. This project facilitates economic development and connectivity in an oil-rich area.
Winners: China, expanding its infrastructure projects in areas crucial for oil production.
Losers: Other nations seeking similar contracts and influence in the same region.
Al-Sadr City Development Deal
Significance: Chinese companies are involved in the development of Al-Sadr City, contributing to the oil-for-reconstruction agreement. This deal further cements China’s economic involvement in Iraq.

Winners: China, strengthening its economic ties and presence in key urban areas.
Losers: Competing Western nations and companies aiming for reconstruction and investment projects in Iraq.

Kurdistan’s Duhok to complete population census by midnight, 22 NOV

  Kurdistan’s Duhok to complete population census by midnight Shafaq News/ The population census process in Duhok, Kurdistan Region, is near...