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IRVING, TEXAS – Když se nedávno sešli ve Vídni členové sdružení OPEC, nepodařilo se Saúdům ovládnout jednání, produkční strop OPEC zůstal beze změny a členské země si nyní stanovují vlastní úroveň produkce. Řeči o rozpadu OPEC jsou však předčasné. Koneckonců tato organizace přežila velké války, bezpočet diplomatických sporů i dvě velká zhroucení trhu. Tajemství přežití OPEC se ve skutečnosti neskrývá v její síle, nýbrž v její slabosti.

Pro aktuálně působící tržní síly OPEC je a vždy bude bezvýznamnou organizací, nehledě na případné třenice. OPEC nikdy neměla tržní sílu, avšak Saúdská Arábie ji má a saúdská tržní síla byla vždy mylně přisuzována OPEC.

Saúdům se nedávné jednání nelíbilo. Rozhodli se jít vlastní cestou. Mohou být úspěšní? Odpověď zní ne. Nedávné rozhodnutí osmadvacetičlenné Mezinárodní energetické agentury uvolnit ropu ze strategických rezerv to dokazuje.

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