The Organization of the Petroleum Exporting Countries and allies, known as OPEC+, is expected to approve a 550,000 barrels per day (bpd) hike for September 2025, as reported by Reuters.

The decision will culminate the phased return of 2.17 million bpd from eight members: Algeria, Iraq, Kazakhstan, Kuwait, Oman, Russia, Saudi Arabia and the United Arab Emirates (UAE).

The move follows a series of production boosts initiated in April 2025 and comes amidst pressures to meet global demand and calls from the US to lower fuel prices.

It will conclude the UAE's incremental 300,000 barrels per day (bpd) output rise as it transitions to a higher production quota.

The September increase, if actualised, would accumulate total production enhancements since April 2025 to 2.47 million bpd - just below 2.5% of global demand.

This would result in Saudi Arabia, the leader of OPEC+, approaching a production level of 10 million bpd, with the UAE expected to reach 3.375 million bpd.

The UAE previously expressed dissatisfaction with its production quota, which stood at 3 million bpd. The country has argued that it is able to produce more than 4 million bpd, following significant investment in production capacity.

In response, OPEC+ agreed in June 2024 to raise the UAE's quota by 300,000 bpd, with a gradual increase planned to conclude by September 2025.

Despite initial postponements, OPEC+ has since expedited its own production returns and, as a result, has allowed the UAE to accelerate its output increase, aligning with the original schedule of September 2025.

OPEC+ maintains separate reductions of 3.66 million bpd, comprising 1.66 million bpd in voluntary cuts and 2 million bpd across all members. These cuts are set to expire at the end of 2026.