Goldman Sachs has highlighted concerns regarding crude oil, noting the potential for OPEC to discipline non-OPEC countries by reversing supply cuts. Things could get spicy in crude oil prices if OPEC decides to reverse its supply cuts amid global economic weaknesses. As we have previously noted, OPEC’s current strategy, effectively transferring funds from OPEC to non-OPEC members, is unsustainable. The risk to crude oil prices skews more towards the downside than the upside.