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🧵 2. Geopolitical tensions and demand-supply refinery mismatches contribute to the elevated wedge between global petroleum product prices and crude prices

🧵 3. Upside risks to global crude prices due to geopolitical hostilities and OPEC supply cuts could impact domestic inflation and growth

🧵 4. OPEC's next meeting on Nov 26 will determine if output cuts will be extended beyond December as market conditions are closely assessed

🧵 5. Improved supply from non-OPEC countries and easing of geopolitical tensions may lead to a pullback in crude oil prices, impacting inflation and growth