Changes in the fuel sector: Saudi Aramco may sell its stake in Poland

Published 2026-10-23

Saudi fuel giant Saudi Aramco is considering reducing its presence in the Polish market. According to media reports, the company is weighing the sale of Aramco Fuels Poland, which manages assets acquired from the Lotos Group, including a portion of the shares in the Gdańsk Refinery.

The sales process is reportedly being handled by JPMorgan. According to sources, the institution has already prepared a list of three potential investors who would be interested in acquiring these assets. At this moment, however, the names of the companies among the candidates for purchase have not been disclosed.

Saudi Aramco's decision regarding a potential withdrawal or reduction of its involvement in Poland is being widely commented on in the energy industry. The company entered the Polish market as part of the merger between Orlen and Lotos, which was one of the most significant economic events in the fuel sector in recent years.

Experts emphasize that a potential change in ownership of part of the Gdańsk Refinery's assets could impact the stability of oil supplies and the country's energy strategy. Currently, the market is awaiting official statements from the involved entities as well as detailed information regarding the future of Aramco Fuels Poland.

The situation remains fluid, and analysts believe that the sale of shares by the Saudi investor could bring significant changes to the structure of the Polish fuel market. We will keep you updated on further developments in this matter.

Sources: Rzeczpospolita

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