Prime Highlights
- OPEC+ to raise September 2025 oil production by 547,000 bpd.
- The complete roll-back of the group’s voluntary production cut of 2.2 million bpd in 2023.
Key Fact
- Month-by-month roll-back of cuts involved monthly increases of 138,000 to 548,000 bpd from April through August.
- September scheduled increase completes the plan, with room for breaks if market conditions dictate.
Key Background
OPEC+, the combined bloc of the big oil producers, signaled its ultimate oil production hike of 547,000 barrels daily for September 2025. This is the full reversal of the 2.2 million bpd in voluntary cuts that were introduced back in 2023 to prop up world oil markets. The rollback calendar has been rolled out incrementally, incremental monthly augmentations since April.
The move is playing out as OPEC+ members such as Saudi Arabia, Russia, Iraq, the UAE, and others became increasingly optimistic on global economic fortitude and recovery in oil demand. The group has progressively rehabilitated volume since April 2025—beginning with an April addition of 138,000 bpd, followed by additions of 411,000 bpd in May, June, and July, and 548,000 bpd in August. September’s addition will finalize this trend, returning members to pre-cut production levels.
Saudi Arabia will produce around 9.97 million bpd, Russia 9.44 million, Iraq 4.22 million, and the UAE 3.37 million. The rest of the players like Kuwait, Kazakhstan, Algeria, and Oman are also supposed to restore their volumes of production accordingly. This collective effort is a mirror of OPEC+’s combined drive towards oil supply rebalancing without causing market tension.
In spite of this ultimate phase of balance of output, OPEC+ restated its unshakeable determination for market balance. The organization explicitly reaffirmed that there can be a halt or reversal of adjustments if market conditions across the world require it. The Joint Ministerial Monitoring Committee will keep monitoring compliance and market conditions such that any change in demand or economic signal could be suitably addressed.
The follow-up review session is on September 7, giving the group time to reconsider the market and take additional strategic action if necessary. The gradualist model with caution best fits OPEC+’s role of influencing global energy markets with economic reform.