“Forget OPEC” — The Data Behind the New Energy Order
Companion dataset to The Geometry Room: Charif Souki on American LNG and the New Energy Order
April 29, 2026
Six days ago, Charif Souki sat in our Geometry Room and said, “Forget OPEC. Forget OPEC+. It’s America plus GCC. Together, 60% of the world flows.” Yesterday, the UAE walked out of OPEC. Member since 1967 in Abu Dhabi. Gone.
This is the data behind that statement. Six tables covering the fracturing cartel, the new energy architecture in oil and gas, the arbitrage that funds it, the chokepoint that enforces it, and the asymmetry that makes it irreversible. The numbers below are sourced from the EIA, Visual Capitalist, Rystad Energy, S&P Global Platts, and Columbia University’s Center on Global Energy Policy. Souki described the structure that made the UAE exit from OPEC inevitable.
Read the full interview: Charif Souki on American LNG and the New Energy Order
The geometry
The cartel is fracturing. The arbitrage is structural. The chokepoint is an American lever. The molecule that was worth zero in the Permian ten years ago is about to become the largest US export. Six tables. One board. The geometry speaks for itself.
This dataset accompanies The Geometry Room: Charif Souki on American LNG and the New Energy Order.
We see geometry where others see chaos.
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