The United Arab Emirates has restored its crude oil exports to levels approaching pre-conflict highs, with shipments rising approximately 30% last month to more than 3.9 million barrels per day.
Tanker-tracking data from Bloomberg, Vortexa, and Kpler indicate the volume is now just shy of the highest level recorded since 2017, signaling a rapid normalization of Gulf supply chains.
This surge in exports underscores the strategic shift following Abu Dhabi’s recent departure from OPEC.
Freed from quota restrictions, the UAE has accelerated production to maximize output, capitalizing on the easing of regional shipping disruptions that had previously constrained logistics.
The move adds substantial volume to global markets at a time when supply stability is a key focus for traders.
The export recovery coincides with a broader retreat in global crude benchmarks, which have fallen to levels seen before the outbreak of the Iran war in February.