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Adnoc expands tanker fleet with $1.3bn acquisition

Created at 7 Aug · 10:41 AM1 source↑ Market-relevant
IN SHORT

Abu Dhabi's Adnoc Logistics and Services is acquiring 11 tankers for $1.3 billion to boost its crude and LPG shipping capacity. The deal includes six VLCCs and five VLGCs, increasing Adnoc's fleet size and preparing for higher UAE oil and gas exports.

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Key Numbers

11tankers to be acquired
$1.3bndeal value
6VLCCs acquired
5VLGCs acquired
2mn blcapacity per VLCC
14total crude tanker fleet size
12total gas fleet size
5mn b/dUAE oil production target by 2027
1.8mn b/dcurrent Adcop pipeline capacity
3.3mn b/dplanned Adcop pipeline capacity by 2027
4LNG carriers ordered last month
$900mnvalue of LNG carrier order
32tankers added via Navig8 acquisition
$1.04bnNavig8 stake acquisition value

Who's Involved

Adnoc Logistics and Services
Abu Dhabi state-owned logistics arm expanding shipping capacity
Adnoc
Abu Dhabi National Oil Company preparing for higher exports
Navig8
Company from which Adnoc acquired 32 tankers

↳ Why This Matters

The expansion of Adnoc's tanker fleet is a strategic move to support the UAE's increasing oil and gas export ambitions, potentially enhancing its control over deliveries amid geopolitical disruptions and increasing its global market presence.

Key facts

  • Adnoc Logistics and Services is acquiring 11 tankers for $1.3 billion.
  • The new fleet includes six very large crude carriers (VLCCs) and five very large gas carriers (VLGCs).
  • This expansion aims to increase shipping capacity for crude oil and LPG.
  • The UAE is preparing for higher oil and gas exports, targeting 5mn b/d capacity by 2027.
  • Nine acquired vessels are due for delivery this quarter, with two newbuilds following in Q4.

Abu Dhabi state-owned Adnoc's logistics arm has agreed to acquire 11 tankers for $1.3 billion, expanding its crude and LPG shipping capacity as the UAE prepares for higher oil and gas exports. The acquisitions comprise six very large crude carriers (VLCCs), each capable of carrying around 2 million barrels of oil, and five very large gas carriers (VLGCs). These additions will increase Adnoc Logistics and Services' crude tanker fleet to 14 vessels and its gas fleet to 12. Nine of the vessels were acquired on the secondary market and are due for delivery this quarter, with two newbuild VLGCs acquired through a Chinese shipyard due to follow in the fourth quarter. The VLCC acquisitions come as Adnoc prepares for higher crude exports, with the UAE targeting oil production capacity of 5 million barrels per day by 2027. They could give the company greater control over deliveries at a time when the US-Iran conflict has disrupted traffic through the Strait of Hormuz and tightened tanker availability. Adnoc's 1.8 million b/d Adcop pipeline running from Habshan to Fujairah has provided a partial bypass of the strait since the war began. The company plans to expand the pipeline's capacity to around 3.3 million b/d by 2027, freeing up more crude for export from Fujairah. The latest acquisitions extend a rapid expansion of Adnoc's shipping business. Last month, Adnoc Logistics and Services ordered four LNG carriers worth about $900 million ahead of the planned 2028 start-up of Adnoc's 9.6 million tonnes per year Ruwais LNG export terminal. The company also added 32 tankers to its fleet through last year's $1.04 billion acquisition of an 80% stake in Navig8.

Frequently asked questions

The deal is valued at $1.3 billion.

The acquisition includes six very large crude carriers (VLCCs) and five very large gas carriers (VLGCs).

The UAE is targeting an oil production capacity of 5 million barrels per day by 2027.

Adnoc recently ordered four LNG carriers for $900 million and acquired an 80% stake in Navig8 last year, adding 32 tankers.

What Happens Next

01Nine acquired vessels are due for delivery this quarter.
02Two newbuild VLGCs are due for delivery in the fourth quarter.
03Adnoc plans to expand its Adcop pipeline capacity by 2027.
04Adnoc's Ruwais LNG export terminal is planned to start up in 2028.

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How It Developed

Adnoc Logistics and Services agreed to acquire 11 tankers for $1.3 billion.
The acquisition includes six VLCCs and five VLGCs.
Nine vessels were acquired on the secondary market for Q3 delivery.
Two newbuild VLGCs from a Chinese shipyard are due in Q4.
The UAE targets 5mn b/d oil production capacity by 2027.
Adnoc plans to expand its Adcop pipeline capacity to 3.3mn b/d by 2027.
Adnoc Logistics and Services ordered four LNG carriers for $900mn last month.
Adnoc acquired an 80% stake in Navig8 last year, adding 32 tankers.

Sources

T1
UAE’s Adnoc expands tanker fleet in $1.3bn dealArgus Media

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