FINWIRES · TerminalLIVE
FINWIRES

Market Chatter: UAE Reportedly Reviews Multilateral Ties After OPEC Exit, But No Further Withdrawals Planned

作者

-- The United Arab Emirates is reviewing its participation in multilateral organizations but is not considering any withdrawals at present, Reuters reported Wednesday, citing a UAE official.

The report came a day after Abu Dhabi announced it would leave the Organization of the Petroleum Exporting Countries and OPEC+ effective May 1. The official said the broader review focuses on the "utility" of UAE membership in international and regional bodies.

The comments have fueled speculation that the UAE could reassess its role in other organizations, including the Arab League and the Gulf Cooperation Council.

The UAE Ministry of Foreign Affairs did not immediately respond to a request for comment from.

The OPEC exit, which involves one of the group's largest producers, has sharpened tensions with Saudi Arabia, OPEC's de facto leader. Relations between Abu Dhabi and Riyadh, long-standing allies, have grown increasingly strained in recent years over oil policy disputes, regional security concerns, and competition for investment and skilled labor, Reuters reported.

The reassessment comes amid wider debate in Abu Dhabi over regional alignments following the Iran war, with Emirati officials criticizing the GCC's collective response.

Senior UAE official Anwar Gargash said on Monday the GCC's political and military response to the conflict was "the weakest in history," adding that expectations for the Arab League were already low.

"I expected such a weak position from the Arab League... but I have not expected it from the GCC, and I am surprised by it," Gargash reportedly said.

He also said the Gulf's strategy to contain Iran had "failed miserably" and warned that Tehran could remain a long-term threat, according to The National.

Gargash said the UAE would "scrutinize" its regional and international relationships to assess the reliability of partners while strengthening its economic resilience. "Strategic autonomy remains the UAE's enduring choice," he said.

OPEC+ is expected to approve a modest output increase on Sunday despite the UAE's departure, three sources reportedly told Reuters. The group is likely to raise production targets by about 188,000 barrels per day, roughly in line with last month's 206,000 bpd hike after adjusting for the UAE's exit.

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

相关文章

Oil & Energy

麦格理认为,随着霍尔木兹海峡扰动加剧,政府行动将会加强。

麦格理银行周三表示,霍尔木兹海峡的关闭正在扰乱全球石油流动,并加剧供应短缺和政府干预的风险。 报告指出,策略师表示,持续的供应中断可能会促使各国政府采取更积极的干预措施,因为各国都将能源安全放在首位,并应对供应趋紧的问题。 策略师表示,各国政府可以释放库存、降低税收或限制出口,一些国家已经采取了类似于中国和泰国的措施来保护国内供应。 麦格理银行补充道,尽管美国能源部长克里斯·赖特一再否认,但市场仍在评估美国可能实施出口限制或关税的可能性。 麦格理银行认为,限制出口会降低美国国内燃油价格,但会收紧欧洲和澳大利亚等主要进口国的供应,从而造成更广泛的市场混乱。 麦格理银行表示,欧洲正面临航空燃油供应压力,因为约40%的航空燃油来自中东,而夏季旅行需求正开始上升。 麦格理策略师表示,意大利已有四座机场在复活节期间限制了航空燃油的供应,航空公司也在削减盈利能力较弱的航线以应对供应紧张。 麦格理补充道,亚洲各国政府正在实施出口管制、释放储备并推出紧急措施,以应对燃油短缺并稳定市场。 策略师指出,各国政府正在实施四天工作制、学校停课和远程办公等政策,同时通过政府支持的项目来保障燃油采购。 麦格理表示,尽管政府采取了干预措施,但由于分销挑战依然存在,亚洲部分地区的农村燃油短缺问题依然持续。 策略师表示,中国正在向盟国供应燃油,而泰国正在考虑扩大区域支持范围,并增加政府间的能源交易。

International

原油价格飙升,美联储维持利率不变,美国股市涨跌互现。

周三,由于霍尔木兹海峡可能继续封锁,原油价格和政府债券收益率上涨,加上美联储维持利率不变,美国股市涨跌互现。 * 据《华尔街日报》报道,美国官员透露,唐纳德·特朗普总统已指示助手为长期封锁伊朗做好准备。 * 联邦公开市场委员会周三发表声明称,该委员会维持联邦基金利率目标在3.50%至3.75%之间,符合预期,但有四名官员投了反对票。 * 美国3月新屋开工量环比增长近11%,达到年化150.2万套,高于2月的135.6万套,也高于彭博社汇总调查中预期的138万套。 * 6月西德克萨斯中质原油期货价格上涨8.01美元,收于每桶107.94美元;全球基准布伦特原油期货价格上涨8.69美元,收于每桶119.95美元。 * 恩智浦半导体 (NXPI) 股价上涨约 25%,此前该公司公布的第一季度非 GAAP 盈利和营收均超出分析师预期,同时还发布了高于预期的第二季度业绩指引。 * Robinhood (HOOD) 股价下跌近 13%,此前该公司公布的第一季度盈利和营收均不及分析师预期。

$^DJI$^IXIC$^SPX$HOOD$NXPI
Mining & Metals

盈利快讯 (CS.TO) Capstone Copper 公布 2026 年第一季度归属于股东的调整后净利润创历史新高,达 9480 万美元,即每股 0.12 美元。

$CS.TO