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Is Oil Implied Volatility Set to Surge on OPEC+, Automotive Revolution?

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Could we see dramatically higher implied volatility in crude oil options in the coming months? In Q2 2025, OPEC+ will have to revisit its production cuts, which have taken 3.5 million barrels of oil per day off the market, costing them market share (Figure 1). This decision will come amid relatively weak demand resulting from ...

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