turmOIL or Opportunity

Romano Sala Tenna

Katana Asset Management

For more than 4 decades, Saudi Arabia has acted as the ‘swing producer’ – increasing or decreasing production to stabilise the oil price. Some commentators believe that OPEC has now broken down, and that its days of dictating the oil price are over. We are not of this view. At Katana Asset Management, we believe that Saudi Arabia is setting up the next oil bull market by measuring out a dose of ‘tough love’. In particular, we see 4 outcomes that Saudi Arabia is well on the way to achieving. In this short video, we explain how OPEC normally acts, what they are attempting to achieve and why a deal of some description is compelling.

1 topic

Romano  Sala Tenna
Portfolio Manager
Katana Asset Management

Katana Asset Management was founded in September 2003 as a boutique investment management firm. Katana employs an all opportunity investment mandate being style, sector and market cap agnostic.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.