• ADNOC Gas expects about 80% of Habshan complex capacity to return by end of 2026, with full restoration in 2027.
  • The attack in early April 2026 is already weighing on second-quarter earnings, highlighting persistent geopolitical risk to Gulf energy infrastructure.
  • The company is using alternative routes and storage to maintain exports while repairs continue.

The chief executive of ADNOC said on Thursday that it will take at least four months to return to 80% of pre-conflict flows at the Habshan gas complex, following an attack in early April that caused a fire at one of the world's largest gas-processing systems. Full restoration is not expected until 2027, according to a company statement.

The disruption is already hitting second-quarter earnings, ADNOC Gas disclosed, though it did not provide specific figures. The incident underscores how exposed regional energy infrastructure remains to geopolitical risk, even as active hostilities ease in some areas.

ADNOC Gas, the gas-processing and commodities arm of Abu Dhabi’s state energy group, operates the Habshan complex along with related assets. The facility is a critical supplier of domestic gas, industrial feedstock, and export-linked energy products. The outage has tightened supply conditions for customers relying on Habshan output, though the company said it is coordinating with authorities and using alternative export routes and storage to preserve supply.

“We are focused on restoring operations as safely and quickly as possible,” a spokesperson said, declining to comment on specific security measures. Attempts to reach the company for further detail were unsuccessful.

The broader ADNOC portfolio remained financially solid before the incident, with ADNOC Drilling posting record revenue and net profit in 2024. However, the current disruption is expected to weigh on ADNOC Gas’s near-term net income, particularly in Q2 2026.

The attack and fire at Habshan, one of Abu Dhabi’s most important gas-processing complexes, occurred in early April 2026. The recovery timeline echoes earlier energy-infrastructure incidents in the region, where technical restoration often takes far longer than the initial operational shutdown.

Analysts say the key consequences will likely be increased investment in redundancy, security, and alternative routing, as well as greater market pricing of geopolitical risk in Gulf energy assets. The episode reinforces the strategic importance of Gulf energy routes and the sensitivity of markets to any threat near the Strait of Hormuz.

Correction: An earlier version of this article misstated the timeline for 80% restoration. It is expected by the end of 2026, not within four months.