The rollover keeps the supply picture unchanged, and that picture is tight. Brent is still above $100 a barrel, up from about $73 before the war began in late February. Friday's dip on Europe's agreement to release diesel reserves at Washington's request looks like relief, not a turn in the trend. With physical barrels constrained by war-related export disruption rather than by policy, OPEC+ ceilings have little near-term pricing power. Traders are watching Hormuz flows and Gulf export data more closely than quota headlines. The delayed capacity review also leaves the 2027 supply path uncertain. That keeps a risk premium on longer-dated contracts and raises the chance of quota disputes once flows normalise.---Earlier:All B-1 bombers returning to U.S. from U.K. base (not what you think)---OPEC+ can set any targets it likes, but the Iran war, not the quota table, still decides how much oil it actually pumps.Summary:Seven core OPEC+ members kept November production targets unchanged at a brief online meeting on Sunday, as expected.Gulf exports have run at 60% to 80% of normal in recent months because of war-related disruption. Core output was about 25 million bpd in August, roughly 5 million bpd below February's prewar level.A capacity review central to setting 2027 quotas has slipped from end-September to mid-November, sources said. Not all members have submitted data.The consultant's report is due in mid-November, in time for a group-wide meeting in late November. The core members meet next on November 1.About 2 million bpd of cuts remain in place, and sources say output changes are unlikely before 2027.OPEC+ agreed on Sunday to keep its oil production targets unchanged for November, Reuters reported. The decision was widely expected and does little to change the reality on the ground: Gulf producers are still pumping far below their quotas because of the US-Israeli war on Iran.The decision was taken in a short online meeting of the group's seven core members: Saudi Arabia, Russia, Iraq, Kuwait, Algeria, Kazakhstan and Oman. Export disruptions linked to the conflict have left Gulf exports running at between 60% and 80% of normal levels in recent months.UBS analyst Giovanni Staunovo said the unchanged ceilings matched expectations. He noted that output remains well short of quota despite rising flows through the Strait of Hormuz, which leaves the oil market tight.OPEC data show the seven core members produced about 25 million barrels per day in August. That was more than 600,000 bpd higher than July but still roughly 5 million bpd below February's prewar levels. The group has raised targets for much of 2026 after years of cuts, yet most of those increases have existed only on paper.The war has also delayed a review that is central to setting members' 2027 quotas. OPEC+ ordered the assessment of each member's maximum sustainable production capacity in late 2025, with completion due by the end of September. Two sources told Reuters on Friday that the deadline has slipped to mid-November. The conflict has held up capacity expansion projects across the Middle East and made estimates of future output potential uncertain. Not all members have submitted the required data, the sources said.US consultant DeGolyer and MacNaughton is assessing all members except Russia, Iran and Venezuela, which are under US sanctions. It is now expected to deliver its report in mid-November. That would still allow ministers to consider the findings at a group-wide meeting in late November.The exercise is politically sensitive. Members with lower assessed capacity could face pressure to accept smaller quotas, while those that have expanded may push for more. The United Arab Emirates, which sought a higher quota to reflect its growing capacity, left the alliance in May. Iraq has also pressed for a larger allocation.OPEC+ still has about 2 million bpd of cuts in place across most members, and sources have said changes to output are unlikely before 2027. The seven core members meet next on November 1. This article was written by Eamonn Sheridan at investinglive.com.