UAE Oil Output Hit a Record 4.1 Million Barrels a Day in June; ADNOC Has Sold Over 90 Million Barrels by Routing Around Hormuz (Wednesday, August 12, 2026)

The UAE just posted a record production month, right as only six ships a day are crossing Hormuz Iran ties any full reopening of Hormuz to six conditions, but the UAE found a way around it UAE crude output hit four point one million barrels a day in June, its highest ever recorded The UAE left OPEC on May first and now faces no production ceiling at all Six ships, one hundred forty ships, four point one million barrels, these numbers tell the story Before the war about one hundred forty ships a day crossed Hormuz, Monday saw just six ADNOC loads crude onto small vessels inside the Gulf, then transfers it to bigger ships outside the strait Some crude now flows overland from west to east across the UAE, never touching Hormuz at all The UAE and Saudi Arabia have both found workarounds, but the world still prices in Hormuz risk For markets watching Iran, that risk premium on Brent holds, yet it thins with each new workaround A senior US energy analyst says Hormuz traffic must reach eighty to one hundred ships a day to calm markets Monday six ships, Tuesday ADNOC's eighth tender, August sixteenth the US Iran talks deadline Watch the US Iran talks deadline, ADNOC's next tender, and the IEA's monthly output report The takeaway is simple, the threat to close Hormuz no longer hits every Gulf exporter equally Full analysis on Sahmino dot com, if other producers follow the UAE's playbook, what is left of Iran's threat?