Podcast - UAE's OPEC+ Exit: Is the Era of 'Great Coordination' in Oil Supply Over?

In this episode, Liao Na, Chief Consultant of Energy Policies, highlights three key points:

First, the UAE's withdrawal reflects a fundamental strategic divergence within OPEC+, where competing national priorities are undermining the sustainability of coordinated output management.

Second, the Strait of Hormuz crisis has reshaped the market environment, turning what was once a high-risk unilateral move into a potentially stabilizing force amid elevated price expectations and supply concerns.

Third, the discussion also looks at how weakening OPEC+ cohesion may accelerate a shift toward a more fragmented and competitive supply landscape, with long-term implications for oil prices and increased leverage for major importing countries such as China.

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