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UAE Exits OPEC, Boosts Capacity to 5 M bpd.

4/29/2026

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Story summary
  • The United Arab Emirates will leave OPEC and OPEC+ on May 1 2026.
  • The UAE will raise output capacity to 5 million barrels per day by 2027 using its Fujairah hub and a pipeline that bypasses the Strait of Hormuz.
  • Experts say the exit could increase market volatility, shift share toward U.S. and Canadian producers, and encourage other OPEC members such as Iraq to consider leaving.