The Death of the Cartel: Why the UAE’s Exit Changes Everything

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I have just published a deep-dive analysis on Substack regarding the historic exit of the United Arab Emirates from OPEC and OPEC+. This isn’t just about oil prices; it’s about the collapse of Saudi influence and a massive shift in global power dynamics.

In this piece, I explore:

  • The OPEC Collapse: How the organization’s market share fell from 50% to under 25%.

  • The Iranian Blockade: Why the White House is preparing for “months of silence” in the Strait of Hormuz and what it means for $140 oil.

  • The SPR Trap: The dangerous depletion of U.S. Strategic Reserves to 30-year lows.

  • The China Pivot: How the Persian Gulf War is unexpectedly accelerating Europe’s dependence on Chinese green energy.

Don’t miss the full breakdown of how these forces will impact the markets and the upcoming “Windfall Taxes” on energy giants.

[READ THE FULL ANALYSIS ON SUBSTACK]

The Death of the Cartel: Why the UAE’s Exit Changes Everything