OPEC is toast.
Cars have been mostly converted to being electric, thanks to cheap fusion power, and the industrial world has followed along, which delat heavy hits to the gasoline industry ... petroleum was needed in farming and plastics, but plastics have largely evolved past it at this stage (Likely going with bio-compounds, such as chicken feathers) ... farming has had to change, and drasticly, in most areas. Horizon, for instance, is the largest agricultural producer in North America, and it raises wheat underground. Not so much of a need for petro-chemical-based sprays in an enclosed environment.
Saudi Arabia would have crumbled, and is probably little more than a memory of the would-be Caliphates at this point. Without oil, the country has no exports and retains only religious tourism as an industry.
Russia's not very much better off, which might explain the driving force behind teh Euro Wars (RUssia knew its power would vanish behind widespread Fusion tech, so made an attempt to conquer first, which failed) ... a broken shell of a failed state, the Vory criminal organization could take over as teh defacto government in all but name, which then allowed Evo to come in and king itself.
Iraq, Kuwait, and the UAE would all be hurting, but the UAE at least has Dubai and similar megacities to sustain it.
Iran took a gutpunch, but is advanced enough to have other options. They're going to be hurting, however.
Canada got absorbed into the UCAS, which, along with teh CAS, are the two countries that still burn up lots of oil. The UCAS has an ample supply of tar sands and similar options, and buys from the northern NAN. Teh CAS has coal mining like mad, but has Texas and Louisiana for oil and refining.
Aztlan has plety of oil and doesn't mind burning it.
Nigeria is still a source for oil, but the country collapsed into warlordism and now the oil is just pumped away. They have no refining capacity whatsoever.
As an interesting side effect, shipping gets weird. HUGE ships with fusion plants onboard are going to be the norm, and they can scoop up seawater to use as fuel while on the go. Smaller ships face oil prices that are too high, so drop out of business and get abandoned. There's a push for sailing vessels again, and, of course, airships. (Helium is a natural byproduct of fusion, which explains the resurrgence of airships in Shadowrun. Science!)
