The UAE exited OPEC+, seeking production autonomy to boost revenues for diversification projects like AI infrastructure. This move reflects frustration over OPEC's weak response to Iranian attacks and differing foreign policy views with Saudi Arabia. Though the Strait of Hormuz crisis impacts prices, the UAE aims to increase oil output post-resolution. This departure reduces OPEC's market share and pricing power. For global importers, the immediate threat is the "double blockade" in the Strait, indicating persistent geopolitical volatility.