ADNOC’s LNG Shipments Via the Strait of Hormuz Have Yet to Recover to Pre-Conflict Levels, CFO Says

ADNOC's chief financial officer reported that the United Arab Emirates' state oil and gas company has not yet restored its liquefied natural gas shipments through the Strait of Hormuz to levels seen before the recent conflict. The shortfall points to a supply disruption channel, where constrained seaborne LNG flows through a chokepoint that handles a major share of global gas trade tighten available cargoes and keep a geopolitical risk premium embedded in prices. Natural gas benchmarks, particularly Asian spot LNG and Middle Eastern supply-linked contracts, are most exposed because Gulf exporters are a significant source of marginal volumes for Asia and Europe, and any lingering delay forces buyers to compete for alternative cargoes. Regional assets tied to Gulf shipping and insurance costs, along with the price of Hormuz transit risk, are also sensitive to whether the recovery stalls or accelerates. Traders should watch the next weekly LNG shipping and tanker-tracking data for Hormuz transits, along with any updated guidance from ADNOC on loading schedules, as evidence of whether volumes are normalizing.

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