Arab Executive Review

UAE Increases Oil Exports as Energy Markets Face Regional Uncertainty

Energy Markets

ABU DHABI, UAE, November 3, 2026: The United Arab Emirates has increased its oil exports despite ongoing regional tensions and disruptions to global energy supplies, reinforcing its position as a major energy supplier. UAE Energy and Infrastructure Minister Suhail Mohamed Al Mazrouei announced that the country’s exports had, at certain points, exceeded pre-war levels during remarks at the Abu Dhabi International Petroleum Exhibition and Conference (ADIPEC) on November 2.

The announcement comes as the energy market continues to face uncertainty linked to the US-Israeli war with Iran, disruptions around the Strait of Hormuz, and concerns over the security of regional energy infrastructure.

According to the minister, the UAE has maintained its export operations through alternative shipping arrangements and infrastructure investments. However, he did not disclose specific export volumes during his remarks.

UAE Strengthens Oil Export Capacity

The UAE has relied on its existing energy infrastructure and alternative transportation routes to maintain crude shipments during the regional crisis.

Data from commodities analytics firm Kpler showed that the country exported approximately 3.94 million barrels per day of crude oil and condensate in June 2026, representing its highest monthly total in the previous year. This followed a significant decline in March, when exports fell to approximately 2.13 million barrels per day amid disruptions to shipping through the Strait of Hormuz.

The country’s Habshan-Fujairah pipeline has played an important role in maintaining export operations. The pipeline transports crude from Abu Dhabi’s production facilities to Fujairah, which is located outside the Strait of Hormuz.

The UAE has also expanded ship-to-ship transfers and shipping arrangements to maintain access to international markets.

New Infrastructure Investments Aim to Improve Energy Security

The UAE plans to strengthen its energy infrastructure by investing in additional export routes, overseas storage capacity, and shipping fleets.

Speaking at ADIPEC, Al Mazrouei said the country would focus on protecting critical energy infrastructure and improving its preparedness for future disruptions.

The government is also advancing an expansion of the Habshan-Fujairah pipeline, which is expected to double its export capacity by 2027. The expansion is intended to reduce dependence on the Strait of Hormuz and provide greater flexibility in delivering crude oil to international customers.

These investments reflect a broader strategy to improve supply-chain resilience and maintain reliable energy exports during periods of geopolitical uncertainty.

UAE Oil Production Rises Following OPEC Exit

The country’s increased export activity comes approximately six months after the UAE announced its departure from the Organization of the Petroleum Exporting Countries (OPEC), effective May 1, 2026.

According to OPEC figures compiled from secondary sources and cited by Reuters, UAE crude oil production reached 3.917 million barrels per day in September, approximately 15% higher than February levels.

The International Energy Agency (IEA) estimated UAE crude production at 4.4 million barrels per day in September. Including condensate and other liquids, total production was estimated at a record 5.3 million barrels per day.

However, ADNOC disputed the production data and Reuters’ reporting, describing the figures and report as inaccurate without providing alternative numbers.

The UAE’s departure from OPEC has given the country greater flexibility over production decisions, although analysts also point to infrastructure resilience and the ability to restore exports as important factors behind its recovery.

Regional Uncertainty Continues to Influence Global Energy Markets

The ongoing conflict involving Iran has created significant uncertainty for international energy markets, particularly because of the strategic importance of the Strait of Hormuz.

The waterway is a critical route for global crude oil and liquefied natural gas shipments. Disruptions to tanker movements have affected regional export operations and increased concerns among energy-importing countries.

Oil prices have experienced substantial volatility as traders assess geopolitical developments, supply availability, and the possibility of further disruptions.

At ADIPEC, industry executives also discussed the importance of strengthening energy infrastructure and improving the resilience of global supply chains.

UAE Focuses on Long-Term Energy Market Stability

The UAE’s latest export developments highlight its efforts to maintain international energy supplies while preparing for potential regional disruptions.

Investments in pipeline infrastructure, storage facilities, and shipping capabilities could help the country strengthen its position in global energy markets. The strategy also reflects the growing importance of supply diversification and infrastructure security for major oil-producing economies.

As geopolitical uncertainty continues, the UAE’s ability to maintain consistent exports and expand alternative transportation routes will remain important for regional energy security and international oil markets.