Trump ने Iran की ऑफ‑रैंप को खारिज किया, US ब्लॉकेड जारी; UAE ने OPEC से बाहर निकला – भू‑राजनीतिक और ऊर्जा प्रभाव

<h3>Overview</h3> <p>The war in West Asia has entered its tenth week. <strong>President Donald Trump</strong> has dismissed Tehran’s offer to reopen the <span class="key-term" data-definition="Strategic maritime chokepoint linking the Persian Gulf with the Arabian Sea; about 20% of global oil passes through it (GS3: Economy, GS2: Polity)">Strait of Hormuz</span> in exchange for lifting the US naval blockade of Iranian ports. Simultaneously, internal rifts surface in Iran’s leadership over the nuclear programme, while the <span class="key-term" data-definition="UAE’s long‑term vision to diversify the economy through AI, renewable energy and technology by 2071 (GS3: Economy)">UAE Centennial 2071 plan</span> accelerates Abu Dhabi’s decision to quit <span class="key-term" data-definition="Intergovernmental organization of major oil‑producing nations that coordinates production to influence global oil prices (GS3: Economy)">OPEC</span> and OPEC+.</p> <h3>Key Developments</h3> <ul> <li>Iran proposes to reopen the <span class="key-term" data-definition="Strategic maritime chokepoint linking the Persian Gulf with the Arabian Sea; about 20% of global oil passes through it (GS3: Economy, GS2: Polity)">Strait of Hormuz</span> if the US lifts its blockade, and to defer nuclear talks – proposal rejected by the Trump administration.</li> <li>The US maintains the blockade, citing higher effectiveness than aerial bombing; Treasury Secretary <strong>Scott Bessent</strong> says it will stay until navigation returns to pre‑<strong>27 February 2026</strong> levels.</li> <li>Iranian political infighting intensifies: President <strong>Masoud Pezeshkian</strong> and Speaker <strong>Mohammad Ghalibaf</strong> seek removal of Foreign Minister <strong>Abbas Araghchi</strong> over his alignment with <span class="key-term" data-definition="Elite paramilitary force that wields significant political and economic influence in Iran (GS2: Polity)">IRGC</span> chief Ahmad Vahidi on nuclear negotiations.</li> <li>The Trump administration sidesteps the <span class="key-term" data-definition="US statute requiring presidential war actions to obtain congressional approval within 60 days (GS2: Polity)">War Powers Resolution</span>, arguing the ceasefire pauses the deadline; a letter to Congress claims hostilities are “terminated”.</li> <li>The United Arab Emirates exits <span class="key-term" data-definition="Intergovernmental organization of major oil‑producing nations that coordinates production to influence global oil prices (GS3: Economy)">OPEC</span>, citing disputes with Saudi‑imposed production quotas that limit Abu Dhabi’s output to ~3.1 million bpd against a 4.8 million bpd capacity.</li> </ul> <h3>Important Facts</h3> <ul> <li>OPEC accounts for roughly <strong>40 % of world crude oil production</strong> and about <strong>60 % of global petroleum trade</strong>.</li> <li>The UAE contributed over <strong>11 % of OPEC’s total output</strong> before its exit.</li> <li>India imp