Trump’s war on Iran is faltering on the battlefield—but in the Gulf, it may have just blown up the OPEC order. In this video, we track how weeks of Iranian missile and drone strikes, Hormuz disruptions and veiled threats from Mojtaba’s camp have collided with deepening rifts between Mohammed bin Zayed and Mohammed bin Salman to produce one seismic outcome: the UAE’s shock decision to walk out of both OPEC and OPEC+. We break down whether Abu Dhabi is genuinely pivoting away from the Trump–MBS axis, hedging toward China, or simply freeing itself to pump more oil on its own terms as the energy map is redrawn by war. We also ask if Iran’s message—that it can hit Gulf oil and tankers at will—has quietly scared MBZ into a new survival strategy, leaving MBS and Trump to manage a collapsing cartel and a volatile market alone.

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