The United Arab Emirates has announced it will exit OPEC, delivering a major shock to the global oil alliance. As one of the group’s largest producers, the UAE’s departure raises serious questions about the future unity and influence of OPEC. The move comes at a time of heightened geopolitical tensions, with disruptions in the Strait of Hormuz affecting oil exports and global supply chains. The region remains a critical energy corridor, and ongoing instability has already pushed oil prices higher.  

The US naval blockade on Iran is already facing its first major test as multiple tankers, including a sanctioned China-linked vessel, successfully crossed the Strait of Hormuz — one of the world’s most critical oil chokepoints. Despite strong warnings from Washington, ships like the Rich Starry managed to pass through, raising serious questions about the effectiveness of the blockade. Iran has mocked the US response, suggesting the move lacks real enforcement power.