Why Abu Dhabi Walked Away from OPEC and What It Means for the GCC
Abu Dhabi’s exit from OPEC discipline signals the end of collective cartel management in the Persian Gulf. Divergent fiscal clocks between Saudi Arabia and the UAE, a growing reliability premium in energy markets, balance‑sheet coercion of weaker states, and the hidden danger of a sudden reversal in Persian Gulf sovereign capital flows are reshaping the region.