OPEC+ Agrees to Raise Oil Output by 548,000 bpd in September Amid Rising Global Supply

 In a pivotal decision today, OPEC+ announced it will increase oil production by approximately 548,000 barrels per day in September 2025, marking the final phase of reversing prior output cuts. This move completes the group’s earlier reversal of a cumulative 2.2 million barrels per day reduction aimed at stabilizing prices.

The United Arab Emirates has been granted a significant boost, allowed to expand its production by 300,000 bpd. Despite the increase, some voluntary cuts totaling 1.65 million bpd from eight member nations, plus a broader 2 million bpd cut, will remain in place through 2026.

This strategy unfolds amid growing geopolitical pressure—especially from the U.S.—encouraging India and EU nations to reduce reliance on Russian oil. The planned rise in output comes as a counterweight to slowing demand and tariff uncertainty affecting commodity markets.

Analysts predict that this output expansion may weigh down oil prices and prompt a shift in energy strategies worldwide. For consumers, long-term energy costs could ease; for nations reliant on oil revenues, economic forecasts may adjust.

OPEC+’s decision signals a major turning point in global energy policy and supply dynamics, with implications for inflation, trade balances, and geopolitical alignments.