ADNOC signs 10-year LNG supply deal with Gujarat Energy from 2028

ADNOC will supply Gujarat Energy with up to 4 million tonnes of LNG over 10 years starting in 2028. The sales and purchase agreement, signed with the Indian gas distributor, marks the first sale from the international portfolio of XRG, ADNOC's investment arm. It is also ADNOC's fifth LNG supply agreement with an Indian counterparty.

The cargoes will come from gas produced by XRG-owned assets outside the Gulf, delivered through ADNOC's LNG marketing and trading platform. The company established that global trading business in Abu Dhabi Global Market in July 2026.

The platform carries a 47 mtpa target for marketable LNG beyond 2030. It has already secured supply pacts with INPEX in Japan and Gulf Group in Thailand. The takeaway: ADNOC is now selling molecules it produces far beyond Abu Dhabi, and India is the first destination.

What did executives say?

Rashid Al Mazrouei, chief marketing and origination officer at ADNOC LNG, framed the deal as an extension of the company's Indian relationships. "This agreement with Gujarat Energy strengthens ADNOC's long-standing energy partnership with customers in India," he said.

He added: "It represents the first sale of molecules from XRG's international portfolio, reinforcing our commitment to delivering reliable, long-term LNG supplies."

Al Mazrouei said the integrated marketing and trading platform connects the growing international portfolio with customers in key regions while supplying India with long-term LNG volumes.

Gujarat Energy's managing director, Avantika Singh Aulakh, pointed to the buyer's infrastructure base. She said GEL leads the market with robust regasification capacity, a city gas network operating across 44 districts in six states, and a fast-growing domestic trading presence.

"Natural gas is central to driving India's shift toward cleaner energy, acting as a crucial lower-carbon option that boosts industrial efficiency, offers households a safer cooking fuel, and accelerates the growth of eco-friendly transportation," Aulakh said.

How does the deal fit ADNOC's gas build-out?

The Gujarat Energy contract extends a supply chain that now spans both international and domestic barrels of gas equivalent. ADNOC reached a final investment decision on the Ruwais Diyab Unconventional Gas Development in Abu Dhabi shortly before the signing.

That project carries firm numbers:

• 345 million standard cubic feet per day of raw gas from 2029
• A 25-year production horizon
• Potential future capacity of up to 1 billion scfd

Ruwais Diyab sits in Abu Dhabi and targets unconventional (tight, low-permeability) reservoirs. First output is due four years before the Gujarat cargoes begin, though the Indian volumes will come from XRG's overseas assets rather than the UAE field.

The combination shows two tracks running in parallel. One adds domestic feedgas through Ruwais Diyab. The other monetizes equity gas held abroad through the Abu Dhabi trading hub. In plain words, ADNOC is building supply at home and outlets abroad at the same time.

What is the watch item?

The delivery schedule is the marker. First cargoes under the Gujarat Energy agreement are set for 2028, sourced from XRG's global gas portfolio, which leaves open which specific assets will supply the volumes.

The trading platform's progress toward its 47 mtpa target beyond 2030 will determine how many more agreements of this shape follow. The INPEX and Gulf Group pacts suggest Japan and Thailand are the next reference points.

India, meanwhile, remains the anchor demand center. Five supply agreements now link ADNOC to Indian buyers, and Gujarat Energy's 44-district city gas network gives the cargoes a direct route into industrial, household and transport demand. Watch 2028, when the first XRG-sourced molecules are scheduled to land.