Iran-Israel facts
Published by Balance Point Research on
Iran is the world's 3rd-largest natural gas producer. Israel is the world's 30th-largest. Iran's gas exports to Azerbaijan and Iraq are *very* small. ~45% of Israeli gas production serves the power sectors of Egypt and Jordan. ~40% serves Israel's own power generation. #LNG
— Balance Point Research (@balpointresrch) October 6, 2024
Israel has existing infrastructure to re-enter the LNG import market within 2-3 months assuming certain commercial details are sorted. But importantly for the LNG market, it also has the ability to burn oil products in its combined-cycle, natural gas power plants. #LNG
— Balance Point Research (@balpointresrch) October 6, 2024
Egypt takes LNG imports and pipeline imports of Israeli gas. If Egypt lost Israeli pipeline imports – which have been targeted in the past – its short-term options to increase imported gas supply would likely be limited to +15mmcmd vs. currently forecast imports. #LNG pic.twitter.com/ydpvXnGdF3
— Balance Point Research (@balpointresrch) October 6, 2024