ADNOC

On 18 May, ADNOC announced plans to double its oil-export capacity through Fujairah by 2027. The proposal makes the Habshan-Fujairah pipeline central to ADNOC's ability to move crude to the Indian Ocean without a tanker passage through the Strait of Hormuz.

The route was already operating at 71% utilisation on 1 April, leaving about 440,000 barrels a day of spare capacity. A 42-million-barrel underground storage cavern at Fujairah was also nearing completion. For ADNOC, the infrastructure creates an export route outside Hormuz, but concentrates resilience in Fujairah, a location Iran had already struck during the conflict.

On 15 March, a drone ignited a fire at the Shah Gas Field, where ADNOC and Occidental Petroleum jointly operate a facility processing 1 billion cubic feet of gas a day. Operations were suspended while the sour-gas plant underwent required integrity checks after the fire.

On 18 March, debris from intercepted missiles shut the Habshan and Bab gas facilities. Alongside Shah, the outages removed roughly 3.2 billion cubic feet a day of UAE gas-processing capacity. For ADNOC, the incidents showed that air-defence interceptions could disrupt its domestic energy system even when the intended target was elsewhere.