We’re pleased to announce the launch of a major enhancement to Kpler’s analytical toolkit: OPEC+ in Focus, a spotlight capability within our Oil Insight package.
As global markets face rising volatility and policy-driven uncertainty, understanding OPEC+ production, compliance, and strategic direction is more critical than ever. This new feature provides subscribers with timely, data-backed insights into quota adherence, compensation cuts, and how these behaviors ripple across global balances.
What Is OPEC+ in Focus?
OPEC+ in Focus is a curated analytical lens inside our broader balances product, helping you track:
Quota compliance at the member-level
Over/underproduction patterns
Compensation cut schedules
Voluntary cut unwinds and their effect on balances
Market-moving geopolitical developments
It leverages Kpler’s own production assessments, cross-checked with secondary sources, to highlight which producers are meeting targets—and which are at risk of destabilizing policy cohesion.
Product Capabilities Overview
Beyond the OPEC+ lens, Kpler’s Supply & Demand module includes:
Real-Time Global & Regional Balances
Track where oversupply or deficits are emerging in crude and refined products, by region, country, and product category.
Refinery Runs & Output Tracking
Monitor refinery throughput and product yields (gasoline, diesel, jet, LPG, petcoke, and more), updated daily and historically backfilled.
Price Risk Outlook
Assess the potential impact of OPEC+ compliance issues, policy shifts, or demand downgrades on crude prices. For example, recent US tariff escalations have already trimmed our global liquids demand growth forecast from 900kbd to 700kbd.
Visual Analytics
Use dashboards like the “Share of Output Increases” pie chart to see who’s contributing most to market supply growth—in May, Saudi Arabia alone accounted for 48% of the group’s net increases