7.2 Markets 阿联酋5月1日退出欧佩克及欧佩克+，寻求石油政策自主。霍尔木兹危机限制短期出口，或加剧油价波动，削弱欧佩克协调。
5月1日，阿拉伯联合酋长国（阿联酋）将正式退出欧佩克及欧佩克+，结束近六十年的成员身份。这一决定源于产量限制分歧、与沙特阿拉伯的紧张关系以及国家战略调整，旨在让阿联酋在能源政策和产量提升方面拥有更大自主权，计划将日产量提升至500万桶。 然而，霍尔木兹海峡的危机限制了阿联酋的即时出口能力，导致市场供应紧张，布伦特原油价格维持在每桶100美元以上。分析人士警告，阿联酋的退出将削弱欧佩克+的协调性，可能加剧油价波动。 此次退出是自2019年卡塔尔离开以来最大规模的成员流失。阿联酋政府重申致力于市场稳定与国际合作，全球能源行业正密切关注欧佩克影响力及全球供应格局的变化。
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