Saudi Arabia Saudi LNG Imports To Boost Domestic Demand

摘要

1. Saudi Aramco is reportedly in talks with Royal Dutch Shell to begin imports of LNG. This would mark a signifcant departure from the kingdom’s current policy, sacrifcing its self- sufciency in gas 2.We would view the move as broadly positive, given that we believe Aramco lacks the capacity to sufciently raise the domestic supply alone. The prospects for private and foreign involvement in the sector are, in our view, slim