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Falling crude prices to surge marketing margins; strengthen OMCs earnings outlook: Probal Sen

​But if we look at the way crude prices are behaving, if we look at the way demand estimates continue to see a little bit of softness, there is a wide variance one has to say between the different organisations tracking it, OPEC is probably still closer to about 2 million barrels a day of demand for the next 12 months, whereas IEA is as low as 0.7-0.8 million barrels.

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