BP, Mitsui, Shell, and TotalEnergies to invest in Adnoc’s Ruwais LNG project

BP, Mitsui & Co., Shell, and TotalEnergies each agreed to buy a 10 percent equity stake in Adnoc’s LNG export terminal in UAE’s Al Ruwais. Adnoc will retain a 60 percent majority stake.

Adnoc revealed this in a statement issued on Wednesday.

The participation of the four firms in the LNG project is subject to customary regulatory clearances, Adnoc said.

Last month, the state-owned firm took a final investment decision to build the LNG export terminal in Al Ruwais.

Adnoc also awarded the $5.5 billion EPC deal to a joint venture led by France’s Technip Energies.

The LNG project will consist of two 4.8 mtpa trains with a total capacity of 9.6 mtpa, more than doubling Adnoc’s existing UAE LNG production capacity to around 15 mtpa, as the company builds its international LNG portfolio.

Adnoc currently owns a 70 percent stake in Adnoc LNG, that currently produces about 6 mtpa of LNG from its facilities on Das Island.

Mitsui holds 15 percent, BP owns 10 percent, and TotalEnergies holds 5 percent in the Das Island facility.

LNG supply deals

In addition to the stake deals, Adnoc has signed “several” new long-term LNG sales commitments with international partners, the company said in the statement.

These deals include the delivery of 1 million tonnes per annum (mtpa) with Shell and 0.6 mtpa with Mitsui, taking the committed Ruwais LNG production capacity to 70 percent, Adnoc said.

In May this year, Adnoc signed a heads of agreement with Germany’s EnBW to supply the latter with LNG from its LNG terminal in Al Ruwais. Under the deal, EnBW will buy 0.6 mtpa of LNG for a period of 15 years.

The deliveries, which will be primarily sourced from the Ruwais LNG plant, are expected to start in 2028, upon commencement of the facility’s commercial operations.

This deal with EnBW was the third long-term LNG supply agreement from the Ruwais LNG project, following the 15-year agreement with Germany’s SEFE signed in March this year and the 15-year agreement with China’s ENN Natural Gas signed in December 2023.

The deals with SEFE and ENN are each for 1 mtpa.

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