ADNOC Signs 10-Year Deal to Supply Up to 4 Million Tonnes of LNG to India's Gujarat Energy

The gas will come from the international portfolio of XRG, ADNOC's international investment company, rather than from production in the UAE. ADNOC said it is the first sale of molecules from that portfolio and its fifth LNG supply agreement in India. The deal is the first test of a strategy in which ADNOC buys stakes in gas projects abroad and then sells their output through its own trading arm, rather than acting purely as an exporter of Emirati gas.

"Through our integrated LNG marketing and trading platform, we are connecting our growing international portfolio with customers in key regions across the global markets, while providing India with reliable, flexible and long-term LNG supplies," said Rashid Al Mazrouei, ADNOC's chief marketing and origination officer for LNG.

The statement did not name the project or projects that will supply the cargoes, and no price was disclosed.

The agreement follows XRG's deal earlier this week to buy Shell's 16.67% non-operated interest in the North West Shelf LNG project in Western Australia for a base price of $1.45 billion, plus a contingent payment tied to milestones. That transaction, XRG's first investment in Australian LNG, still needs approvals and Shell expects it to close in 2027. The North West Shelf has liquefaction capacity of 14.3 million tonnes a year, according to XRG.

ADNOC launched its global LNG marketing and trading platform in Abu Dhabi Global Market in July 2026. Since then the platform has signed supply agreements with Inpex in Japan, Gulf Group in Thailand and now Gujarat Energy, according to the company. It is targeting 47 million tonnes a year of marketable LNG beyond 2030, a volume ADNOC says would place it among the world's leading suppliers.

India is one of ADNOC's most important gas markets. ADNOC Gas, the group's listed gas unit, signed a 10-year sales and purchase agreement with Hindustan Petroleum Corporation in January for deliveries to the Chhara terminal in Gujarat, and has earlier long-term contracts with Indian Oil and GAIL.

Gujarat Energy has regasification infrastructure, a city gas network spanning 44 districts across six Indian states and a growing trading business, according to its managing director, Avantika Singh Aulakh. She said natural gas was central to India's shift towards cleaner energy, describing it as "a crucial lower-carbon option that boosts industrial efficiency, offers households a safer cooking fuel, and accelerates the growth of eco-friendly transportation."

First cargoes under the agreement are due in 2028.