Hungarians may take stakes in a Polish refinery. Analysts have a favorite

Saudi Aramco is considering selling part of its assets in Poland, including shares in a refinery. Analysts suggest MOL as a likely buyer, while BP and Shell are also potential candidates. The sale aligns with Aramco's strategy to raise capital amid economic restructuring. However, Orlen's role is limited due to EU regulations from its merger with Lotos, restricting its involvement in the transaction. The attractiveness of refinery assets is heightened by current high margins, making them strategically important. Despite the potential sale, there are uncertainties regarding the final decision and the influence of the Polish government on the process.