ADNOC is doubling down on LNG while exiting OPEC. Am I reading this wrong? Most coverage on UAE leaving OPEC has been about crude monetization but i keep getting stuck on the LNG side because the picture there looks really different. ADNOC L&S just took delivery of their sixth new-build LNG carrier from a $1.2B order placed in 2022, with another 8 carriers on order from Korea for around $2.5B. Thats a serious fleet expansion. And the Mubaraz just became the first fully laden LNG tanker to cross Hormuz since the conflict started, headed to China. Two more ADNOC linked tankers (Mraweh and Al Hamra) may have transited around the same time, with two more (Umm Al Ashtan and Marigold) approaching the strait. Been tracking these on Kpler. If you're exiting OPEC for crude flexibility while also doubling down on LNG infrastructure and pushing cargoes through a contested chokepoint, that reads less like milking oil before transition and more like splitting the strategy.…