# Two major shifts are reshaping global markets, according to Arnab Das, a Global Market Strategist.

*genai · news · 2026-04-29 · The Economic Times*

## Key points

- Anthropic now holds 32% of enterprise LLM market share, surpassing OpenAI's previous 50%.
- In enterprise coding solutions, Anthropic leads with 42% market share versus OpenAI's 21%.
- UAE's OPEC exit removes a core pillar of oil supply management, increasing price volatility risks.
- Saudi Arabia now faces a heightened burden as OPEC swing producer after UAE's departure.
- OPEC's ability to function as a global oil price floor has been materially weakened.

**Companies:** OpenAI, Anthropic
**Countries:** United States, United Arab Emirates, Saudi Arabia, Pakistan

[Read the full story on The Economic Times](https://economictimes.indiatimes.com/markets/expert-view/ai-battle-heats-up-opec-fractures-arnab-das-on-the-two-biggest-market-stories-right-now/articleshow/130596155.cms)

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