ADNOC Signs Deal to Supply 4 Million Tonnes of LNG to India Over 10 Years

Key Facts

ADNOC announced on November 6, 2026, that it had signed a long-term sale and purchase agreement with Gujarat Energy to supply liquefied natural gas to India from XRG’s international portfolio. The agreement calls for delivery of up to 4 million tonnes over 10 years, with shipments starting in 2028. ADNOC said the deal is its fifth LNG supply agreement in India. It also marks the first sale of cargoes from XRG’s international portfolio, according to the company’s statement. The deal thus links the international portfolio’s activities with demand from an Indian buyer under a contract spanning a full decade.

The start of supply in 2028 separates the signing of the contract from the start of shipments, while the contracted volume extends over 10 years. The statement sets a ceiling of up to 4 million tonnes and does not specify a fixed annual volume or a delivery schedule. The deal is therefore a long-term contract between ADNOC and Gujarat Energy, with a stated commitment to a maximum volume over the agreement period. ADNOC also places it among a series of supply agreements it has signed in India, describing it as the fifth of its kind in that market. These details provide a clear framework for the contract’s duration, the start of supplies and its stated total volume.

ADNOC describes the agreement as the first sale from XRG’s international portfolio, distinguishing it from the company’s previous agreements with India, which the statement does not detail. ADNOC’s global marketing and trading platform connects the portfolio with customers in global markets, according to the company’s statement. ADNOC launched the platform in Abu Dhabi Global Market in July 2026. It said the platform had signed supply agreements with Inpex in Japan, Gulf Group in Thailand and Gujarat Energy in India. The three announced agreements span Asian markets, while the Gujarat Energy contract is the first sale that ADNOC says came from XRG’s international portfolio.

The Gujarat Energy contract is in a market where ADNOC says it has a growing presence through supply agreements. An official at India’s Ministry of Petroleum and Natural Gas estimated in an interview with The National on November 5, 2026, that the UAE supplies about 10% of India’s LNG imports. The official said the UAE’s share of India’s total energy imports ranges from 15% to 20%, including a large share of LNG. These are estimates the newspaper attributed to the Indian official, while ADNOC’s statement did not specify the new contract’s share of India’s imports or its quantitative impact on UAE supplies. The estimate places the deal in the context of existing energy trade between the two countries, without changing the volume and duration set out in the agreement.

Data from the Indian Ministry of Petroleum and Natural Gas’s Petroleum Planning and Analysis Cell show the country’s estimated LNG imports rose to 36.7 billion cubic meters in fiscal year 2024-2025, from 31.8 billion in the previous fiscal year, an increase of 15.4%. India’s reliance on imports to meet natural gas consumption also rose to 50.8% in 2024-2025, compared with 47.1% in 2023-2024. These figures show import volumes and reliance on imports in the two fiscal periods cited, while ADNOC’s contract is due to begin in 2028. The statement does not compare the agreement’s volume with India’s total imports or consumption. The data provide market context, not an estimate of the contract’s contribution to Indian supplies.

Gujarat Energy’s managing director said the company’s city gas distribution network operates across 44 districts in 6 states. She added that the company has LNG regasification infrastructure and a growing trading business. The network links the agreement to the distribution base cited by the company, while the regasification infrastructure enables it to handle LNG after it arrives. The statement did not specify delivery locations or each state’s share of the contracted volume. It also did not detail the number of customers or the size of the trading business. The information describes the scope of Gujarat Energy’s network and its capabilities as stated by its managing director, without adding other operating figures.

Gujarat Energy’s managing director said, "Natural gas is central to driving India’s transition to cleaner energy." She added that gas supports industrial efficiency, provides cooking fuel for households and helps the growth of environmentally friendly transport. The company thus links gas use to several areas of the Indian economy, from industry to households and transport. These remarks appear in the agreement statement and include no estimate of savings or the expected scale of the transition in any sector. The statement also does not specify how much gas will be allocated to each use. The announced contract remains for the supply of up to 4 million tonnes over 10 years, starting in 2028.

Looking beyond the start of supply, ADNOC said its marketing platform aims to reach 47 million tonnes a year of marketable LNG after 2030. The target places the platform’s expansion on a timeline beyond the start of Gujarat Energy’s shipments, scheduled for 2028. The statement does not specify how much the Indian agreement will contribute to the annual target or whether the targeted volumes will come solely from the international portfolio. It does, however, link the contract to the platform’s stated plan to market larger volumes after 2030. The statement gave no additional timing for Gujarat Energy shipments or other details on the agreement’s implementation.