OPEC+ Weighs Shock Output Surge as Iran Conflict Rattles Oil Markets

Market Intelligence Analysis

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Why This Matters

OPEC+ is considering a significant increase in oil output, potentially up to 548,000 barrels per day, in response to escalating conflict in Iran, which could impact energy flows and market volatility.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

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OPEC+ is preparing to consider a significantly larger oil output increase at its meeting on Sunday, as escalating military conflict involving Iran threatens energy flows across the Middle East. According to sources close to the talks, the alliance could raise production by as much as 411,000 barrels per day (bpd) in April — three times the previously expected 137,000 bpd increase. One source suggested the hike could even reach 548,000 bpd if market volatility intensifies. The move would mark a sharp shift in tone for the group, which had…

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Original article published by OilPrice.com on February 28, 2026.
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