Energy Giants Are Betting Billions on a World of Longer Oil Routes

Energy sector reports two intertwined market developments: Abu Dhabi's ADNOC investment arm, XRG, potentially acquiring up to 50% of Energos Infrastructure, a $3 billion floating LNG company, while shipowners order more VLCCs than in any comparable period in the past 25 years. Both transactions highlight strategic reality behind geopolitical fragmentation and chokepoint insecurity, driving a global race to control energy flows via ships, terminals, and floating infrastructure.

This shift indicates supply stability and market resilience have overtaken the energy transition as the primary investment focus.