UAE energy operator ADNOC said its Habshan gas processing plant suffered extensive blast damage from Iran‑backed attacks, crippling production. The facility, a linchpin for the country’s liquefied natural gas exports, will not return to full capacity until 2027, according to the operator. This setback forces a reevaluation of supply chains and investor confidence across the Gulf.

ADNOC’s chief executive, Mr. Khalfan Al‑Zahri, warned that the blast disrupted the plant’s gas‑to‑oil conversion process and cut output by 30 %, according to internal estimates. The interruption rattles global LNG markets, where the UAE supplies roughly 15 % of the world’s liquefied gas. This loss triggers a scramble among buyers to secure alternative sources and contracts.

Analysts say the delay will squeeze the UAE’s projected $80 billion revenue from LNG for 2025, forcing the government to consider interim solutions like ramping up smaller offshore plants. Investors have already pushed ADNOC’s shares down 8 % in after‑hours trading, reflecting heightened risk perceptions.

With repairs slated for 2027, the Habshan outage serves as a stark reminder that regional tensions can cripple key infrastructure and unsettle global energy flows. Market participants now scrutinise the resilience of other Gulf facilities, while policymakers debate the need for diversified supply chains and stronger defense measures to safeguard interests and maintain export reliability.