OPEC+ countries plan to boost oil supply by nearly 14 million bpd from 2025 levels to 64.5 million bpd by 2050, increasing their global market share to 52%. By 2030, supply is projected at 55.3 million bpd, with non-OPEC+ supply also rising.
OPEC+ nations participating in oil production cuts fell short of their targets in May 2026, producing 9.44 million barrels per day less than planned, according to the International Energy Agency (IEA). Kazakhstan was the only major producer to exceed its quota.
阿拉伯聯合大公國宣布自5月1日起退出OPEC與OPEC+聯盟，結束近60年成員資格。此舉旨在加速國內能源生產投資，強化全球能源市場角色，並不受配額限制自由提高產量。分析認為，這將有利於阿聯提高全球市場占有率，並可能削弱沙烏地阿拉伯在油價制定上的影響力。
The seven OPEC+ nations missed their May 2026 oil output target by 7.646 million bpd, producing 21.717 million bpd against a planned 29.363 million bpd. Russia, Iraq, Saudi Arabia, and Kuwait significantly underproduced, while Kazakhstan and Oman exceeded their quotas.
OPEC+ countries produced 26.318 million bpd in May 2026, falling 8.241 million bpd short of their target. Russia missed its quota by 690,000 bpd, while Iraq, Saudi Arabia, and Kuwait also significantly underproduced.
Russia's oil production in May was 9,000 bpd lower than April, reaching 9.009 million bpd. This output was 690,000 bpd below its OPEC+ target, considering voluntary cuts.
OPEC+ nations' planned oil production increase is hampered by the Strait of Hormuz crisis, with supply disruptions and UAE's exit from OPEC deepening concerns. Analysts predict a return to normal supply by Q1 2027.
OPEC+ members including Saudi Arabia, Russia, and Iraq will increase total oil production by 188,000 barrels per day in July. This decision comes amid ongoing supply concerns due to the US/Israel-Iran conflict and the closure of the Strait of Hormuz, with experts predicting a slow return to normal supply levels.
Brent petrolü, İsrail'in İran'a saldırısı ve OPEC+ üretim artırma kararıyla %4.6 yükseldi, gün sonuna 95 dolar seviyesinde devam etti. Altın, ABD istihdam verileri sonrası Fed faiz beklentisiyle düşüş yaşadı.
Opec+-Mitgliedstaaten erhöhen Ölförderquote um 188.000 Barrel pro Tag, um den Ölmarkt zu stabilisieren
OPEC+ ministers will meet via videoconference on June 7, alongside separate OPEC and Joint Ministerial Monitoring Committee meetings, marking the first gathering after the UAE's withdrawal.
Russian Deputy Prime Minister Alexander Novak stated at the St. Petersburg International Economic Forum that OPEC+ is crucial for mitigating dramatic changes in global energy markets due to increased uncertainties.
Russian envoy Kirill Dmitriev stated at SPIEF that the OPEC+ deal has been crucial for attracting significant investments into the energy sector, a level of investment that likely wouldn't have been achieved without the agreement.
Russia anticipates reaching its OPEC+ oil production quota of 9.762 million barrels per day this year, according to Deputy Prime Minister Alexander Novak at the St. Petersburg International Economic Forum.
BAE Enerji ve Altyapı Bakanı Suheyl el-Mezrui, ülkesinin OPEC ve OPEC+'dan ayrılma kararının siyasi olmadığını, uzun vadeli ekonomik vizyon ve ulusal çıkarlara dayandığını belirtti. Ayrılık 1 Mayıs itibarıyla yürürlüğe girdi.
Russia's crude oil production decreased by 107,000 bpd to 9.057 mbd in April 2026, falling 580,000 bpd short of its OPEC+ target, considering voluntary cuts.
OPEC+ countries produced 26.9 million barrels per day in April, missing their 36.15 million bpd target by 9.25 million bpd, with significant shortfalls in Iraq, UAE, Saudi Arabia, Russia, and Kuwait, while Kazakhstan, Oman, and Algeria exceeded targets.
Igbal Guliyev believes that "under conditions of weakening internal discipline within OPEC, Russia will rely less on rigid collective restrictions and more on flexible coordination of production parameters and market signals with partners within OPEC+"
"The consequences of the UAE’s exit will likely remain to be seen, at this stage work is processing as usual," Sungat Yesimkhanov said
Birleşik Arap Emirlikleri (BAE) Sanayi ve İleri Teknoloji Bakanı Sultan bin Ahmed el-Cabir, BAE'nin Petrol İhraç Eden Ülkeler Örgütü (OPEC) ve OPEC+ üyeliklerinden ayrılma kararının "kimseyi hedef almayan bir karar" olduğunu savundu.
Birleşik Arap Emirlikleri, 1 Mayıs 2026 itibarıyla OPEC ve OPEC+ üyeliklerinden ayrılma kararının ardından, Petrol İhraç Eden Arap Ülkeleri Örgütü OAPEC'ten de çekildi. BAE Enerji ve Altyapı Bakanı Süheyl el-Mezrui'nin OAPEC Bakanlar Konseyi dönem başkanı Libya Petrol ve Gaz Bakanı Halife Receb Abdussadık'a gönderdiği yazıyla bildirilen karar, aynı tarihte yürürlüğe girdi.
OAPEC, Birleşik Arap Emirlikleri'nin örgüt üyeliğinden çekilme kararını doğruladı. BAE Enerji ve Altyapı Bakanı Süheyl el-Mezrui'nin gönderdiği yazıyla bildirilen karar, 1 Mayıs 2026 itibarıyla yürürlüğe girdi. Genel Sekreterlik, BAE'nin üyelik süresince sağladığı katkıları takdir etti.
L'Opec+ aumenta la produzione di petrolio di maggio di 188.000 barili al giorno, mossa sostanzialmente simbolica con lo Stretto di Hormuz bloccato. La decisione arriva dopo l'uscita degli Emirati Arabi Uniti, che annunciano investimenti per 55 miliardi di dollari in due anni per espandere la capacità a 5 milioni di barili al giorno. Intanto gli Usa diventano il principale esportatore mondiale con 250 milioni di barili spediti in nove settimane.
Arabia Saudita, Russia e altri cinque paesi OPEC+ aumentano le quote di produzione petrolifera di 188.000 barili al giorno per giugno, dimostrando la continuità del cartello dopo il ritiro a sorpresa degli Emirati Arabi Uniti. La dichiarazione non ha menzionato gli UAE.
