TotalEnergies LNG Deal: Das Island Supply Secured for Five Years
A new TotalEnergies LNG deal with ADNOC Gas will supply liquefied natural gas from Das Island in Abu Dhabi under a five-year contract valued at $700–800 million, with deliveries beginning in 2026. The agreement was disclosed as part of ADNOC Gas’s Q1 2026 results presentation on 12 May 2026, confirming the deal as one of two major commercial contracts announced alongside the quarterly figures.
Das Island is home to the Abu Dhabi LNG (ALNG) joint venture, in which ADNOC Gas holds a 70% proportionate share. The facility has been operational since 1977 and holds export capacity of approximately 5.8 million tonnes per annum. The TotalEnergies LNG deal adds contracted volume to ALNG’s offtake book during a period when Strait of Hormuz disruptions have constrained spot export operations.
TotalEnergies LNG Deal: Contract Terms and Context
The TotalEnergies LNG deal runs for five years, structured as a supply arrangement from Das Island rather than a destination-free offtake. Delivery commences in 2026, making it an active contract rather than a forward commitment. The total value of $700–800 million implies an average annual contract value of approximately $140–160 million, consistent with mid-market LNG term pricing in the current environment.
ADNOC Gas management flagged the deal within its “Positioning for Recovery” framework — specifically identifying ETL and LNG as segments leveraged to higher oil prices once the Strait of Hormuz reopens. The TotalEnergies contract provides volume certainty for the LNG segment through to at least 2031, insulating a portion of ALNG output from spot price volatility.
TotalEnergies LNG Portfolio and UAE Presence
TotalEnergies is one of the world’s largest LNG buyers and sellers, operating a portfolio of approximately 44 mtpa across its upstream, trading, and regasification positions. The company holds working interests in LNG projects across Qatar, Australia, Nigeria, Russia (legacy positions), the US, and East Africa. The Das Island supply deal adds a Gulf source to a portfolio already weighted toward long-term contracted volumes.
TotalEnergies has a long-standing presence in Abu Dhabi through upstream concession interests in ADCO (onshore oil) and offshore fields. The LNG supply deal deepens that commercial relationship at the midstream level, adding gas monetisation to what has historically been a crude-focused partnership.
Full details of TotalEnergies’ LNG infrastructure holdings are in our TotalEnergies LNG Storage: 44 MTPA Portfolio & 2026 Strategy profile, and the wider company context in our TotalEnergies Company Profile.
Das Island and the ALNG Joint Venture
Das Island sits approximately 100km northwest of Abu Dhabi city and has operated as the UAE’s primary LNG export hub for nearly five decades. The ALNG JV is majority-held by ADNOC Gas (70%), with the remaining 30% held by a consortium including BP, Total, Mitsui, and Partex. The plant currently operates two LNG trains and loads onto LNG carriers from its marine terminal.
The Strait of Hormuz closure in March 2026 disrupted Das Island loadings, contributing to the 22% volume drop in ADNOC Gas’s ETL and LNG segment during Q1 2026. The TotalEnergies LNG deal was cited alongside the Habshan restoration as a key element of the company’s recovery positioning. For the full financial impact of Q1, see our ADNOC Gas Q1 2026 results coverage.
Second ADNOC Gas Contract: Ta’ziz Methanol Deal
Alongside the TotalEnergies LNG deal, ADNOC Gas also announced a 25-year gas supply arrangement for Ta’ziz’s 1.8 mtpa methanol plant, valued at $5 billion and due to commence in 2029. Ta’ziz is a joint chemical manufacturing venture between ADNOC and ADQ located in Ruwais. The methanol contract secures feedstock for one of the UAE’s flagship industrial diversification projects under the Make it in the Emirates strategy.
Together, the two contracts provide ADNOC Gas with a combined contracted revenue pipeline of $5.7–5.8 billion across terms ranging from 5 to 25 years — a meaningful anchor against the operational volatility of 2026. An overview of ADNOC Gas’s full business and infrastructure is in our ADNOC Gas company profile. For broader context on UAE LNG export infrastructure, see our Top 10 LNG Export Terminals 2026.
What is the TotalEnergies LNG deal with ADNOC Gas?
TotalEnergies signed a five-year LNG supply deal with ADNOC Gas to receive LNG from Das Island in Abu Dhabi. The contract is valued at $700–800 million with deliveries beginning in 2026.
Where does the TotalEnergies LNG supply come from?
The LNG is supplied from Das Island, Abu Dhabi, home to the Abu Dhabi LNG (ALNG) joint venture in which ADNOC Gas holds a 70% proportionate share. ALNG has been operational since 1977 with export capacity of approximately 5.8 mtpa.
When does the TotalEnergies LNG contract start?
The TotalEnergies LNG deal commences delivery in 2026, running for five years to approximately 2031. It was announced alongside ADNOC Gas Q1 2026 results on 12 May 2026.
What other contract did ADNOC Gas announce in 2026?
ADNOC Gas also signed a 25-year gas supply deal for Ta’ziz’s 1.8 mtpa methanol plant, valued at $5 billion and commencing in 2029. Ta’ziz is a joint ADNOC and ADQ industrial chemicals venture in Ruwais.
How does the TotalEnergies deal affect ADNOC Gas earnings?
The contract provides contracted volume certainty for the LNG segment through to at least 2031, with an implied annual value of $140–160 million. It supports ADNOC Gas’s recovery positioning after Q1 2026 volumes dropped 22% in the ETL and LNG segment.