Has anyone actually seen his report?  I tried emailing him and calling him, but no reply.  After the whole CERA thing, I'm pretty dubious about analysts and consultants who make a big fuss in the press but won't submit their methodology to any realistic public scrutiny or answer questions about any potential conflicts of interest they might have.  My main reaction to the public coverage was that it sounds like he's assuming that everything the Saudis say is true.   Of course, if you assume that going in, then you're not going to find any problem...  But it would be interesting to be proven wrong.