Episode 366 : The UAE Exit from OPEC: Geopolitics, Energy Security, and the Shifting Gulf Balance
The Gulf is entering a period of profound geopolitical and economic uncertainty. As tensions around the Strait of Hormuz continue and global energy markets face mounting pressure, the United Arab Emirates has taken the extraordinary decision to leave OPEC, raising major questions about the future of energy coordination, regional alliances, and global economic stability.
Today on The International Risk Podcast, we are joined by Dr Dania Thafer, one of the leading analysts of Gulf politics, energy security, and regional geopolitics. Dr Thafer is the Executive Director of the Gulf International Forum and an expert on Gulf security, political economy, and US Gulf relations.
In this episode, we explore why the UAE chose to leave OPEC, how the conflict with Iran is reshaping Gulf strategy, the growing vulnerability of global chokepoints, the future of fossil fuel markets in an era of technological transformation, and what rising instability in the Gulf could mean for international trade, energy security, and the global economy.
The International Risk Podcast brings you conversations with global experts, frontline practitioners, and senior decision-makers who are shaping how we understand and respond to international risk. From geopolitical volatility and organised crime, to cybersecurity threats and hybrid warfare, each episode explores the forces transforming our world and what smart leaders must do to navigate them. Whether you’re a board member, policymaker, or risk professional, The International Risk Podcast delivers actionable insights, sharp analysis, and real-world stories that matter.
Dominic Bowen is the host of The International Risk Podcast and Europe’s leading expert on international risk and crisis management. As Head of Strategic Advisory and Partner at one of Europe’s leading risk management consulting firms, Dominic advises CEOs, boards, and senior executives across the continent on how to prepare for uncertainty and act with intent. He has spent decades working in war zones, advising multinational companies, and supporting Europe’s business leaders.