OPEC 타임라인

보복의 악순환에 갇힌 양국 상황을 압축한 표현 “The two sides are locked in an escalation spiral, with neither side willing to back down — Tehran's Hormuz leverage is the one asset it will not trade away.”

산유국의 원유 수출 공식 가격 “Saudi Arabia has set its OSP for Arab Light to Asia at $1.50 below the benchmark — the biggest monthly cut in Reuters records since 2003.”

능력의 34%를 묶어둔 불만 “The UAE's frustration with its OPEC production quota — capping output at 3.2 million barrels per day against a capacity of 4.85 million — was the structural fault line that made this exit inevitable.”

외교적 이별의 기술 “Asked whether the UAE consulted Saudi Arabia, Al Mazrouei said: 'This is a policy decision. It has nothing to do with any of our brothers.' The word choice was diplomatic, but the message was unmistakable.”

일반적으로 경기가 나쁘면 물가가 내려가는데, 유가 폭등 같은 공급 충격이 오면 경기 둔화와 물가 상승이 동시에 발생. 1970년대 OPEC 오일쇼크가 대표적 사례. 현재는 '슬로플레이션 (slowflation)'이라고 부르는 분석가들도 “The specter of stagflation has led to lower stock prices globally.”