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OPEC+ Keeps Oil Output Unchanged for Q1 2026, Preserves Option to Adjust Cuts

Leaders point to soft seasonal demand to justify a market‑stability stance.

Overview

  • Eight producers — Saudi Arabia, Russia, the UAE, Iraq, Kuwait, Kazakhstan, Algeria and Oman — reaffirmed the pause on planned increases through March.
  • The group said 1.65 million barrels per day of voluntary cuts can be returned gradually, in part or in full, depending on market conditions.
  • Delegates reported no policy response to the U.S. capture of Venezuela’s President Nicolás Maduro, noting any significant output gains there would take years.
  • Tensions between Saudi Arabia and the UAE over Yemen, plus broader geopolitical strains, did not alter the near‑term supply stance.
  • OPEC+ will reassess conditions at its next review on February 1, with compliance tracked by the Joint Ministerial Monitoring Committee after a 2025 price drop of more than 18%.