OPEC and its allies have agreed to raise their combined oil production quota by 188,000 barrels per day for June, days after the United Arab Emirates withdrew from the group.

The decision followed an online meeting of key members including Saudi Arabia and Russia. In its statement, the alliance focused on market stability and made no mention of the UAE’s exit, a move analysts say is meant to project unity.

Experts note that the increase may have little real effect because exports from the Gulf are still limited by disruptions around the Strait of Hormuz.

Analysts at Rystad Energy and Kpler say the group is signalling continuity, even as actual output remains far below quota due to the regional conflict.

They also describe the UAE’s departure as significant, given its plans to expand oil capacity through its national company, ADNOC.
Despite the internal shift, OPEC+ appears focused on presenting stability as global oil trade faces ongoing disruption.