// Global Analysis Archive
According to The Diplomat, the UAE exited OPEC/OPEC+ on May 1 after years of tension between ADNOC’s expanding capacity and quota constraints, with regional conflict accelerating the sovereignty and reliability calculus. The shift could increase Murban-linked supply and pricing relevance in Asia while elevating benchmark-transition, competitive, and security-of-supply risks.
According to the source, Vietnam has asked Japan and South Korea to help it source and access crude oil as Middle East supply disruptions linked to the Iran war tighten markets. Vietnam’s high reliance on Middle Eastern imports and limited reserve coverage heighten risks to fuel availability, inflation control, and ambitious growth targets.
According to The Diplomat, the UAE exited OPEC/OPEC+ on May 1 after years of tension between ADNOC’s expanding capacity and quota constraints, with regional conflict accelerating the sovereignty and reliability calculus. The shift could increase Murban-linked supply and pricing relevance in Asia while elevating benchmark-transition, competitive, and security-of-supply risks.
According to the source, Vietnam has asked Japan and South Korea to help it source and access crude oil as Middle East supply disruptions linked to the Iran war tighten markets. Vietnam’s high reliance on Middle Eastern imports and limited reserve coverage heighten risks to fuel availability, inflation control, and ambitious growth targets.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-4656 | UAE Leaves OPEC: A Capacity-Driven Pivot Reshaping Asia’s Crude and LNG Playbook | UAE | 2026-05-11 | 0 | ACCESS » |
| RPT-2802 | Vietnam Turns to Japan and South Korea as Iran War Disrupts Asia’s Crude Oil Flows | Vietnam | 2026-03-17 | 0 | ACCESS » |