Iran

[ORAC]

https://x.com/TheBarrelMind/status/2...286201912?s=20

Another attack we haven’t talked much about because of the massive Ras Laffan strikes.

Abu Dhabi confirms operations at Habshan and Bab have been suspended after falling debris from intercepted missiles. No injuries reported.

But these are not peripheral assets. Bab alone produces ~484,000 b/d — about 10% of UAE output. ADNOC Onshore overall accounts for ~40% of liquids. Habshan and Bab are also critical gas processing hubs feeding a system that supplies ~75% of the UAE’s sales gas.

This is where it escalates: Disruption here doesn’t stay local.
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• It hits power generation in Abu Dhabi and Dubai, with gas flows to EWEC and Dubai Supply Authority under pressure.

• It hits industry – Emirates Aluminium, Emirates Steel, Borouge.

• It hits exports – NGLs, condensate, sulphur flows through Ruwais and Etihad Rail.

Everything is interconnected. And this sits at the core of ADNOC’s growth plans, with Onshore expected to deliver nearly half of the capacity needed to reach 5 million b/d.

This is not just a temporary disruption. It’s a strike at the heart of the UAE’s energy system – with implications for supply, industry, and long-term capacity growth.

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