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Thursday, June 05, 2025

UAE MBZ reassessing long-term role in OPEC+note

The UAE is reassessing its long-term role in OPEC+, with ADNOC voicing frustration over delayed investment timelines and rigid quota dynamics.

President Sheikh Mohammad Bin Zayed (MBZ) views the cartel as politically useful but increasingly misaligned with Emirati commercial ambitions.

This note explores Abu Dhabi’s evolving stance, including:

- UAE’s flexible OPEC+ production proposal

- ADNOC’s assessment of post-2026 demand

- Saudi resistance to altered quota structures

- MBZ’s strategic approach if a OPEC+ exit is imminent


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