The case for this rapid expansion and integration rests on demand. Global natural gas consumption reached a record 4,202 billion cubic meters in 2025, while LNG trade rose to a record 437 million metric tonnes, according to the International Gas Union. ADNOC expects demand for LNG and electricity to grow by at least 50% by 2040. Much of that growth will come from Asia, where economies are electrifying rapidly, with gas a preferred power source to traditional coal use due to lower air pollution and carbon emissions. Data centers are among the newest sources of demand. They consumed around 485 terawatt-hours of electricity in 2025, and the International Energy Agency expects that figure to almost double by 2030. They operate around the clock, and in the United States, their largest market, gas is expected to supply more of the additional electricity they need than any other energy source. Orders for new gas-fired power plants reached a 25-year high last year, driven largely by data-center operators building generation on site. That is the market ADNOC is building for. At home, it is expanding gas production to support the UAE's gas self-sufficiency, supply domestic industry and grow LNG exports. Decades of reliable supply from Abu Dhabi under long-term contracts established ADNOC as one of the world's most trusted LNG suppliers. Competing for the next wave of demand requires more: supply from several continents, pricing against different benchmarks, transportation on its own ships and the ability to redirect cargoes as markets change. Each of ADNOC’s gas businesses contributes to this new vision to deliver a top tier integrated global LNG supplier. ADNOC Gas supplies the core volumes from Abu Dhabi and plans to invest around $28 billion in capital expenditures between 2026 and 2030 to expand its project portfolio and drive long-term growth. Ruwais LNG and other projects are expected to increase its volumes by about 45% by 2030 compared with 2023.
Inside ADNOC’s global gas ambitions Page 5 Page 7