139 reports
How the Gulf's national oil and gas companies keep producing and exporting under wartime conditions, covering attacks on their facilities, restart and repair plans, export rerouting and storage, crisis management, and the commercial and financial impact on the companies.
Export infrastructure outside Hormuz has become a repeated target: after the July strike on Abqaiq and the September attacks on the East-West Pipeline and Yanbu, Houthi drones hit Petroline pumping stations again on 26 October 2026.
This topic page tracks Saudi Aramco's damage assessments and restart plans, its separate asset-protection procurement program, a planned standalone gas division advised by Evercore, tenders for three new gas pipelines, ship-to-ship sales, overseas storage and the BlackRock infrastructure platform; ADNOC's 2027 strategy review, ADIPEC 2026 LNG and AI announcements, XRG's North American gas and LNG priorities, the West-East pipeline, Ruwais LNG and storage beyond Hormuz; QatarEnergy's expanded use of Chinese bank financing amid fiscal pressure and its phased LNG restoration; Saudi-Qatari joint energy investment plans; and KPC's search for export routes outside Hormuz.
Core intelligence for upstream investors, IOC strategy teams, energy-defense suppliers and infrastructure-protection vendors.
