Browsing Tag
ADNOC
65 posts
Project Peregrine: Kuwait Petroleum seals $16bn pipeline pact with Blackstone, Brookfield, KKR
Kuwait's $16 billion Project Peregrine hands Blackstone, Brookfield and KKR a 49% stake and ties their return to a 2035 target of 4 million barrels a day.
July 26, 2026
Umm Shaif Gas Cap project: Why ADNOC’s $6.2bn offshore gas development matters in 2026
ADNOC has approved a $6.2 billion final investment decision for the Umm Shaif Gas Cap project, aiming to unlock more than 600 million standard cubic feet per day of gas and associated liquids from one of Abu Dhabi’s most established offshore fields by 2030.
July 25, 2026
The 40-year Umm Shaif and Nasr concession is quietly becoming a gas story, and the FID makes it official
ADNOC's $6.2B Umm Shaif Gas Cap FID with TotalEnergies, Eni and CNPC unlocks 600 mmscfd of new gas from 2030, feeding a 47 mtpa LNG buildout by 2035.
July 21, 2026
ADNOC L&S (ADX: ADNOCLS) is spending $225m per ship. Will 2029 charters justify the price?
ADNOC L&S orders four LNG carriers for $900 million, betting 2029 demand and long-term charters will support fleet growth despite vessel oversupply risk.
July 13, 2026
Can JNK India (NSE: JNKINDIA) turn its order book into FY27 earnings momentum?
JNK India has rerated on orders and FY27 growth hopes. The harder test is whether cash flow and execution can match the buzz.
June 11, 2026
How the US-Israel-Iran conflict is redrawing oil supply chains beyond the Strait of Hormuz
Hormuz risk is no longer just an oil-price shock. Gulf exporters and Asian buyers are already redesigning supply chains around it.
June 3, 2026
Shell (LSE: SHEL) gains 0.27% as billion-barrel oil deficit thesis holds firm into AGM next Tuesday
Sawan says the oil deficit is deepening every day. ARC just added 370,000 boe/d. The May 19 AGM is where Shell's capital return discipline meets war-time arithmetic.
May 15, 2026
Why the UAE is fast-tracking ADNOC’s West-East Pipeline through Fujairah
Hormuz risk keeps energy markets alert. ADNOC’s Fujairah pipeline push gives the UAE a stronger export route outside the chokepoint.
May 15, 2026
European oil majors abandon unified energy transition framework as TotalEnergies, Shell, BP, Eni and Equinor pursue different paths
TotalEnergies hikes dividends. Shell buys back stock. BP retreats from transition. Eni engineers sell-downs. Equinor exits wind. Same oil price, five answers.
May 1, 2026
UAE quits OPEC after nearly six decades, dealing structural blow to oil cartel as Iran war reshapes Gulf energy landscape
The UAE is leaving OPEC during the worst Gulf energy crisis in decades. The real question is whether Saudi Arabia can hold the cartel together without it.
April 29, 2026