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OPEC+ members agree to larger-than-expected oil production hike in August

July 5, 2025
11:06 AM
3 min read
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energyindustrialsmarket cyclesseasonal analysisgeopolitical

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Eight OPEC+ producers agreed to lift crude output by 548,000 barrels per day in August, exceeding the anticipated 411,000 barrels per day rate.

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financial news

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Published

July 5, 2025

11:06 AM

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CNBC

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energyindustrialsmarket cyclesseasonal analysisgeopolitical

An eight-nation subset of the oil-ducing OPEC+ alliance agreed to lift duction by a larger-than-expected 548,000 barrels per day in August

The group comprises heavyweight ducers Russia and Saudi Arabia, alongside Algeria, Iraq, Kazakhstan, Kuwait, Oman and the United Arab Emirates

These countries have been unwinding 2. 2 million barrels per day of voluntary duction cuts, which are separate from the wider OPEC+ strategy

The OPEC logo is displayed on a mobile phone screen in front of a computer screen displaying OPEC icons in Ankara, Turkey, on June 25, 2024

Anadolu | Anadolu | Getty ImagesEight oil-ducing nations of the OPEC+ alliance agreed on Saturday to increase their collective crude duction by 548,000 barrels per day, as they continue to unwind a set of voluntary supply cuts

This subset of the alliance — comprising heavyweight ducers Russia and Saudi Arabia, alongside Algeria, Iraq, Kazakhstan, Kuwait, Oman and the United Arab Emirates — met digitally earlier in the day

They had been expected to increase their output by a smaller 411,000 barrels per day

In a statement, the OPEC Secretariat attributed the countries' decision to raise August daily output by 548,000 barrels to "a steady global economic outlook and current healthy market fundamentals, as reflected in the low oil inventories. "The eight ducers have been implementing two sets of voluntary duction cuts outside of the broader OPEC+ coalition's formal policy

One, totaling 1. 66 million barrels per day, stays in effect until the end of next year

Under the second strategy, the countries reduced their duction by an additional 2. 2 million barrels per day until the end of the first quarter

They initially set out to boost their duction by 137,000 barrels per day every month until September 2026, but only sustained that pace in April

The group then tripled the hike to 411,000 barrels per day in each of May, June, and July — and is further accelerating the pace of their increases in August

Oil prices were briefly boosted in recent weeks by the seasonal summer spike in demand and the 12-day war between Israel and Iran, which threatened both Tehran's supplies and raised concerns over potential disruptions of supplies transported through the key Strait of Hormuz

At the end of the Friday session, oil futures settled at $68. 30 per barrel for the September-expiration Ice Brent contract and at $66. 50 per barrel for front month-August Nymex U

West Texas Intermediate crude.