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ADNOC Gas Studies New Gas Delivery Routes

ADNOC Gas is reviewing alternative routes and a potential Fujairah LNG project as the Iran war disrupts Strait of Hormuz exports.

Updated on Nov. 10, 2026 in Oil and Gas

Bold flat-color editorial illustration of a single cylindrical LNG storage tank beside a pipeline running toward a dark sea, with a tanker silhouetted at the horizon.
ADNOC Gas is weighing alternative gas delivery routes and a potential Fujairah LNG project as the Iran war continues to disrupt Strait of Hormuz exports. AI Illustration. Upload story photo >

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ADNOC Gas is evaluating different means of delivering gas to customers while the Iran war continues to disrupt exports through the Strait of Hormuz. No final decision has been made on alternative routes.

Why it matters

The disruption has pushed the company to rethink how it reaches buyers, with Fujairah already serving as a key outlet for crude exports since the strait's disruption. Its quarterly results were supported by higher production, prices, and a recovery in export volumes.

ADNOC Gas reported $1.34 billion in net income for the quarter ended September 30, flat year-on-year and double the prior quarter. Its 2026 guidance of $4 billion in net profit assumes fourth-quarter export levels match the third quarter, and the size of any Fujairah LNG project remains under assessment.

The players

ADNOC Gas

ADNOC Gas is the gas arm of Abu Dhabi National Oil Company, the state-owned energy group operating in the United Arab Emirates.

The details

ADNOC Gas said it has been studying different means and ways of delivering gas or finding alternative routes to customers over recent months. Ruwais LNG, with an eventual capacity of 9.6 million metric tons per annum, has installed its first two refrigeration compressor trains and is due to export cargoes by late 2028 or early 2029.

Timeline

  1. 2023: Ruwais LNG was moved closer to ADNOC's main operations in Ruwais Industrial City.

  2. September 30, 2026: Quarter ended with reported $1.34 billion in net income.

  3. November 10, 2026: CEO and executives discussed alternative routes on the earnings call.

  4. Fourth quarter 2026: Export levels are assumed to be similar to the third quarter under guidance.

  5. Late 2028 or early 2029: Ruwais LNG is due to export its first cargoes.

Market Landscape

Fujairah has become a key outlet for crude exports since the Strait of Hormuz was disrupted by the Iran war. ADNOC Gas's evaluation of a Fujairah LNG project suggests the same bypass logic is being applied to gas exports.

Buyers of gas from the region should watch for a final decision on alternative delivery routes, which the company has not yet made. Ruwais LNG's first cargoes are not expected until late 2028 or early 2029.

The takeaway

Disruption at one export corridor is prompting producers to build alternatives, and the pace of those decisions will shape regional gas supply. Readers should track whether the Fujairah LNG project moves from assessment to commitment.

Further reading

Explore more coverage in the Oil and Gas section.

Source note: This article includes information reported by Reuters.

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