[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  LordPos3idon [@LordPos3idon](/creator/twitter/LordPos3idon) on x XXX followers Created: 2025-07-10 00:17:55 UTC $WTI $BRENT OPEC has been in a war of words against EIA & IEA for years now. The West uses both outlets to talk down Oil prices and sentiment, very effectively I might add. Which also lowkey may tie into my earlier post about the uselessness of stockpiles data, in terms of forecasting oil prices. Biden’s admin basically destroyed the stockpile data’s signaling function. US admins use a combo of manipulating stockpile data, along with “finessed” demand and supply projections from EIA & IEA, to help contain Oil prices and sentiment. This may be a sign that OPEC is finally getting more offensive and is ready to take back control of the oil market’s forward guidance signaling function. They have inverted their 2010s, death to Shale strategy, where instead of boosting production to drive them out, OPEC has limited their production since 2022, to keep prices low and Shale production contained. Yes, Shale production has continued growing, but at a slower pace than prior to covid. Shale would be going ballistic if oil was sustainably above the $XX mark, these past few years. But OPEC has kept the oil market on life support, just enough to ensure that their market share is secured, while slowly stressing Shale players, letting them continue to drill the best of the best wells, that require less upfront investment, while gradually bringing down the overall productivity of every major Shale field. OPEC’s strategy is actually brilliant, they are engaging in death by a thousand cuts. And I think it is going to work as I think the Shale patch has PEAKED  XXX engagements  **Related Topics** [esp](/topic/esp) [combo](/topic/combo) [Sentiment](/topic/sentiment) [$brent](/topic/$brent) [$wti](/topic/$wti) [Post Link](https://x.com/LordPos3idon/status/1943102347015565714)
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LordPos3idon @LordPos3idon on x XXX followers
Created: 2025-07-10 00:17:55 UTC
$WTI $BRENT
OPEC has been in a war of words against EIA & IEA for years now. The West uses both outlets to talk down Oil prices and sentiment, very effectively I might add. Which also lowkey may tie into my earlier post about the uselessness of stockpiles data, in terms of forecasting oil prices. Biden’s admin basically destroyed the stockpile data’s signaling function. US admins use a combo of manipulating stockpile data, along with “finessed” demand and supply projections from EIA & IEA, to help contain Oil prices and sentiment. This may be a sign that OPEC is finally getting more offensive and is ready to take back control of the oil market’s forward guidance signaling function.
They have inverted their 2010s, death to Shale strategy, where instead of boosting production to drive them out, OPEC has limited their production since 2022, to keep prices low and Shale production contained. Yes, Shale production has continued growing, but at a slower pace than prior to covid. Shale would be going ballistic if oil was sustainably above the $XX mark, these past few years. But OPEC has kept the oil market on life support, just enough to ensure that their market share is secured, while slowly stressing Shale players, letting them continue to drill the best of the best wells, that require less upfront investment, while gradually bringing down the overall productivity of every major Shale field. OPEC’s strategy is actually brilliant, they are engaging in death by a thousand cuts. And I think it is going to work as I think the Shale patch has PEAKED
XXX engagements
