UAE Could Draw Higher US Investment on Pumping More Oil, J.P. Morgan Says

J.P. Morgan said the UAE could attract greater investments from U.S. companies once it is in a position to pump more oil after the country decided to leave the Organization of Petroleum Exporting Countries group.

The fourth-largest producer in OPEC said on Tuesday it would exit the group on May 1.

UAE authorities aim to expand capacity to 5 million barrels per day by 2027, thereby increasing the ability to produce and export roughly 1.5 million bpd above current levels – equivalent to about 1.4% of global oil demand.

The country accounted for more than 11% of OPEC's 2025 output.

OPEC's ability to stabilise the market will be diminished, as UAE's sizeable spare capacity will also be lost.

UAE is a large creditor to Türkiye and Egypt, and others in the region and beyond; political rift is a risk for more pressure on other countries.

The country's decision carries no immediate practical implications for its ability to produce and sell more oil, as the Strait of Hormuz is blocked.