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Monday, December 29, 2025

UAE MBZ and the strategic implications of the OPEC+ capacity resetnote

As OPEC+ moves toward a capacity-based framework for setting production baselines, Abu Dhabi is quietly recalibrating its strategic position inside the bloc. This report examines how UAE leadership is interpreting the shift, the internal assumptions shaping its response, and what the new framework could mean for future market management, producer expectations, and internal OPEC+ dynamics.

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