Reimagining gas portfolios to strengthen European energy resilience

The global energy landscape is undergoing a profound transformation, and Europe is at the forefront. Decarbonisation, energy security, and price stability are now the region’s top priorities. For companies like ADNOC Gas, this presents both a responsibility and an opportunity: to partner with Europe’s energy companies to ensure a resilient, flexible, and future-proof gas supply.

In this new era, gas portfolio strategy is no longer just about optimisation - it is critical to operational and commercial resilience. Recent experience has highlighted the importance of reliable, diversified energy partnerships. Reimagining gas portfolios will be vital not only for market stability but for achieving net-zero ambitions without compromising security of supply.

Balancing long-term certainty with short-term agility

The shift away from Russian pipeline gas in Europe has led to a surge in LNG imports, creating demand for new long-term partnerships and flexible spot markets. This balance between long-term certainty and short-term agility will define the future of Europe’s gas landscape.

At ADNOC Gas, we see this as an opportunity to offer tailored solutions to our European partners. Examples of this include the long- term sales and purchase agreements for low carbon liquefied gas from the Ruwais LNG plant, signed with Germany’s SEFE in 2024 and this year, and EnBW, in 2024. These followed the first shipment of LNG from Abu Dhabi to Germany in 2023 and build on the UAE-Germany Energy Security and Industry Accelerator both countries signed in 2022. 

Long-term contracts, such as these, provide the predictability needed for investment in infrastructure and decarbonisation technologies, while spot and short-term sales enable seasonal and market-responsive delivery. Both models are essential and must work together.

At ADNOC Gas, our strategy is to maintain a balanced portfolio that can provide buyers with the security of supply they require and the flexibility to navigate volatile markets. This adaptability is crucial as utilities, industries, and governments seek to reduce emissions without undermining their energy reliability.

Geographic diversification and strategic infrastructure

The EU, which is now the world’s largest importer of seaborne LNG, is increasingly reliant on diversified gas supply routes, sources, and partners. ADNOC Gas is committed to playing a long-term role in this diversification, ensuring that our European energy partners have reliable access to the energy they need.

Our geographic reach is expanding, enabled by growing LNG export capacity and delivery infrastructure designed to serve a broad range of terminal configurations. This supports the EU’s REPowerEU goals and can help insulate European buyers from concentrated geopolitical risk.

We have committed over $15 billion in capital investment through 2029, with the $5 billion RGD phase one representing the most significant step to date. The project will expand processing capacity at four sites - Habshan, Das Island, Asab and Buhasa - and unlock access to richer gas reservoirs. This will increase our gas handling capacity by up to 30 percent by 2028. The next phases, in pre-FID planning, will focus on the Ruwais industrial complex, including a fully electrified 9.6 mtpa LNG export terminal, designed to operate with zero direct emissions, which we are developing on behalf of ADNOC and which we intend to take full ownership of in the third quarter of 2028.

Infrastructure agility is also key to our operational strategy. We are investing in AI enabled systems that facilitate cargo swaps, reloads, and optimised voyage scheduling to support a more dynamic and interconnected LNG market.

A new era of partnership

As Europe’s utilities balance the complex demands of decarbonisation, energy security, and affordability, LNG will remain a strategic enabler. But to deliver its full value, LNG supply must be resilient, reliable, and responsibly produced. This requires a new mindset - from suppliers and buyers alike - about portfolio strategy. Flexibility must be designed in from the start. Resilience must be integrated into commercial contracts, not treated as an afterthought. And trust must be built through transparency, accountability, and shared long-term goals.

At ADNOC Gas, we are committed to being more than just a supplier - we are a partner in enabling Europe’s energy future. Through balanced portfolio offerings, responsible operations, and a focus on customer needs, we are helping ensure that our energy partners’ path to net-zero is stable, secure, and achievable.