OPEC+ launched coordinated output hikes on 3/5/2025 to suppress prices and force U.S. shale producers out of the market.
The move, led by Saudi Arabia, is testing the cohesion of the cartel and the financing model behind Vision 2030.
This note explores Saudi Arabia’s output gamble, including:
- OPEC+ members retaliation
- Saudi long-term bet on market consolidation
- Pressure on Vision 2030 funding channels
- U.S. stance and potential policy friction
