Geopolitical Strategy
Strategy Report
The Birth Of The “Anti-OPEC”?
The UAE’s exit from OPEC is unlikely to impact oil markets in 2026. Over the longer term, however, the emergence of an “anti-OPEC club” of producers favoring unconstrained oil output growth would create a headwind to crude prices and weaken the price floor that OPEC seeks to defend.
Interested in the Executive Summary of this report?
Get instant access to this Executive Summary from BCA Research.
BCA Research | Commodity & Energy Strategy
Top-down global-macro framework with bottom-up fundamental analysis of major commodities.
Topics
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.