Saudi Arabia’s New U.S. LNG Deal Marks a Stunning Geopolitical Reversal

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Saudi Arabia's Aramco has signed a 20-year agreement with US gas producer Caturus to supply 1 million tonnes of LNG per year, marking a significant geopolitical shift in Riyadh's energy strategy, potentially benefiting the US energy market.

Market Impact

Market impact analysis based on bullish sentiment with 85% confidence.

Sentiment
Bullish
AI Confidence
85%
Time Horizon
Short Term

Article Context

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The signing of a 20-year agreement for U.S. gas producer Caturus’s Commonwealth liquefied natural gas (LNG) division to supply one million tonnes per ‌annum of LNG to Saudi Arabia’s Aramco is enormously significant both inside and outside the energy market. At a time when LNG has become the world’s most flexible instrument of energy statecraft, the decision by Aramco to lock in U.S. supply for two decades may speak to a deeper geopolitical recalibration underway in Riyadh. For Washington, meanwhile, the agreement offers a…

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Original article published by OilPrice.com on February 23, 2026.
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