"The meaning of an additional tube will open up the possibility of significantly increasing the flow. Say, but what’s the connection to fuel? It is not a gas company. But it controls (54.2%) the Delek Drilling Partnership and in any case it will also be positively affected by the decision.
According to the Ministry of Energy, increasing the amount of natural gas exported to Egypt will be done through the Jordanian transmission system: the natural gas will come from the reservoirs in the heart of the sea through the Israeli transmission system to the connection point with the Jordanian transmission system near Beit She’an.
The Ministry of Energy would like to clarify that this is not a competition for the local market. “Natural gas will flow in this route during hours and days when there is available capacity in the Israeli transmission system and low demand in the local economy, so transmission in this route does not compete with local market consumption.”
Exports through the route are expected to stand at 2.5-3 BCM in 2022, and may even increase to 4 BCM in subsequent years. The actual flow of natural gas is expected to begin in less than two weeks, during the current month of February, and to increase the volume of natural gas exported to neighboring countries significantly relative to exports in recent years. "
Bin sehr gespannt auf die FY2021 results und jede Form von Guidance zum Leviathan Produktionsvolumen 2022+
2021er Ergebnis wird auf Delek Drilling Ebene das Tamar Projekt als profit from discountinued operations ausweisen, bzw. Leviathan zum ersten mal aufs ganze Jahr gesehen alleinstehend zeigen. Das wird natürlich alle KPIs erstmal verschlechtern, weil man diese in der Regel nur auf continued operations anwendet. Daher sollten wir der Forward Guidance große Beachtung schenken, wann durch Investition (siehe Vorziehen weiterer Bohrungen / Platformausbau etc.) das Leviathan Produktionsvolumen so ausgebaut wird, dass es den Wegfall von Tamar kompensiert (und hoffentlich sogar zeitnah überkompensiert).
Quelle: time.news/...lek-and-delek-drilling-group-suddenly-jump-by-6/