The UAE's new pipeline to Fujairah is a direct response to Iran's stranglehold on the Strait of Hormuz, and doublingplans to double export capacity to nearly five million barrels per day by 2027 provesshow Abu Dhabi is serious about energy independence. Leaving OPEC giveswould give the UAE thegreater freedom to maximize production without Saudi-imposedbacked quotas holding it back. This is smart, aggressive infrastructure investment that reshapescould reshape Gulf energy power.
The UAE’s pipeline beingmay be 50% done is progresscomplete, but Iran-backedthe dronerecent strikesconflict alreadyshowed hitwhy HabshanIran andremains Fujairah during the conflict,Gulf’s provingdecisive thisstrategic infrastructurepower. remainsStrikes dangerouslyreaching exposed.Habshan, AFujairah nuclearand plantother attackcritical tracedEmirati toinfrastructure Iranianclearly militiasunderscored inthat Iraqpipelines showsalone Tehrancannot canfully reachneutralize deepgeography, intodeterrence Emiratiand territoryIran’s atregional willreach. BuildingTehran pipelineshas meansmade nothingclear ifthat theany securityregional energy architecture aroundthat themignores keepsIranian gettingsecurity punchedinterests throughremains fundamentally vulnerable.
There is a 15% chance that another country will announce it will quit OPEC or OPEC+ before September 2026, according to the Metaculus prediction community.
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