Goldman Sachs Says UAE OPEC Exit Raises Oil Supply Risk
Goldman Sachs says the UAE exit from OPEC raises medium term supply risks. Production is expected to reach 3.8 million barrels per day by October 2026.
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The United Arab Emirates will exit OPEC and the OPEC+ alliance on May 1, a move GOLDMAN SACHS GROUP INC says creates medium-term supply upside.
The departure follows years of quota disputes and recent geopolitical friction with Iran. For investors, the split weakens the producer group's grip on global pricing while allowing Abu Dhabi to aggressively expand its market share.
