OrganizationEnergy
OPEC
9 mentions across Convex research, last mentioned
Recent Analysis Mentioning OPEC
OPEC Is Raising Output Into a Strait That Won't Open
Jun 30, 2026
The cartel just approved a fourth straight production hike. With the Strait of Hormuz still closed and the UAE gone, the quota is a number on paper, not a barrel in a tanker.
EnergyThe Strait Is Closed and Oil Fell Anyway. The Shock Is Latent, Not Gone
Jun 29, 2026
Hormuz has been shut since February, yet Brent dropped 20% toward $71 as the risk premium bled out. That gap between a closed chokepoint and a falling price is the whole scenario.
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