⚙️ The Market Pivot
In its November report, the Organization of the Petroleum Exporting Countries (OPEC) flipped its projection from a deficit to a surplus of
500,000 barrels per day — thanks to higher-than-expected production in the U.S. and member nations.
👉 Source: Mayberry Investments – Overseas Headlines, Nov 12 2025
Meanwhile, the German Council of Economic Experts slashed the nation’s 2026 growth outlook to below 1%, signalling persistent industrial and energy bottlenecks across Europe.
📉 Why It Matters
- A global oil surplus may pressure prices downward, complicating budgets for oil-reliant economies.
- Europe’s weak growth underscores fears of a “low-growth decade” without innovation and investment.
⚡ The Big Picture
As energy markets cool and Europe slows, emerging economies may face reduced demand and export revenue. Analysts warn that now is the time to diversify energy and industrial policy before the next supply-shock cycle.
#OPEC #OilMarket #EnergyTransition #GlobalEconomy #GermanyGrowth #InflationWatch #MacroTrends
