"In terms of oil fundamentals, crude and product
supply tightness has eased. OPEC pumped an additional 145,000 b/d in July,
with Saudi Arabia seemingly following up on earlier pledges to raise supply.
In product markets, the distillate tightness that has been a pillar of
support of high oil prices this year has now begun to loosen, as demand from
key sources weakens and the global refinery system has ramped up output."
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