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Letter from Saudi Arabia: US-Saudi energy ties enter a new phase
Aramco’s pursuit of $30b in US gas partnerships marks a strategic pivot. The US gains capital and certainty; Saudi Arabia gains access, flexibility and a new export future
Letter from London: Oil’s golden triangle
The interplay between OPEC+, China and the US will define oil markets throughout 2026
The curious case of oil-on-water
The market is facing being drowned in excess crude, but one caveat is that a large chunk is due to buyers reluctant to snap up sanctioned barrels
The duality of US shale
A sector beset by pessimism and pain amid price weakness contrasts with data signalling production strength and resilience
Accelerating MENA’s gas transformation
Gas has become a pillar of MENA economies and a catalyst for development strategies, fostering cooperation and creating new paths for economic diversification. Continued progress will require substantial investment and adapted regulations
MENA states sharpen their gas focus
The GCC countries and other states in the region are looking to make greater domestic use of gas, both that produced at home and imported volumes
Mideast states power up their gas priorities
Saudi Arabia, the UAE and Qatar are ploughing resources into gas—with a growing eye on facilitating domestic use in power and value-added sectors
Natural gas: A vital bridge for the Middle East’s energy future
With responsible development and rigorous regulation, gas can help the region move forward not just as an energy exporter, but as a global leader in the energy transition
MENA's gas metamorphosis
Across the Middle East and North Africa, gas is taking an enhanced role in helping build out economies that need to diversify away from crude oil dependence
Fear and loathing in US LNG buildout
Overall gas optimism is blighted by concerns over lingering regulatory and infrastructure hurdles that could hamper expansion of US LNG exports, weaken security and stifle AI ambitions
US Saudi Arabia Iran Nuclear
Victor Kotsev
8 December 2020
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Saudi Arabia need not fear Biden

The kingdom may be apprehensive about the incoming US president’s attitude towards Iran, but it could ultimately profit from the regime change

US president-elect Joe Biden faces unprecedented foreign policy challenges and opportunities amid a chaotic presidential transition, a fragile oil supply truce with fellow energy powerhouses Saudi Arabia and Russia, and a creeping wave of new pandemic lockdowns around the globe ahead of any game-changing vaccination programmes. His victory was hardly welcomed by many in the Mid-East Gulf, who are wary of Iran and all but openly supported the re-election bid of outgoing president Donald Trump. Yet there are silver linings that Saudi and Gulf Cooperation Council (GCC) officials are likely to see in Biden’s ascent to power, including an anticipated pivot to green energy as well as his political

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