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The Conversation
The Conversation
Kristian Coates Ulrichsen, Fellow for the Middle East at the Baker Institute, Rice University

UAE’s OPEC exit has been long in the works – and may mark the beginning of a Gulf realignment

The Emiratis are poised to turn their back on their oil cartel buddies. Karim Sahib/AFP via Getty Images

The United Arab Emirates’ decision to withdraw from the Organization of Petroleum Exporting Countries will leave the oil cartel weakened at a crucial time. It also illustrates the ongoing tensions between the UAE and Saudi Arabia, OPEC’s largest producer and de facto leader.

The UAE announced on April 28, 2026, that it will depart OPEC and OPEC+, an expanded grouping which includes Russia, on May 1, depriving the groups of their third- and fourth-largest oil producer, respectively.

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