Shane Malone
Partner & Managing Director - Riyadh
Over the past four decades, Middle Eastern sovereign capital has held one of the most profitable positions in global energy. Middle East LNG remains the lowest-cost, most cash-generative asset in global energy markets, but it is now exposed to new levels of risk and uncertainty. The disruption to energy flows seen in 2026 has repriced risks that have always existed, but now carry greater consequence and relevance. The response is neither to defend the LNG franchise.
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