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Analyses on Ashdod Refinery (4)
- March 25, 2026March 25, 2026
- Follow-up
Ashdod Refinery: From Cogeneration To A Power Platform, What Is Real And What Is Still Optionality
Ashdod Refinery already has a real power leg, but the jump to a broader power platform is still not backed by a signed and financed project. For now, investors should separate the existing cogeneration layer, the defined storage project, and the 800 MW optionality.
- Follow-up
Ashdod Refinery: After Paz, Will Exports Replace Volume Or Dilute Margin Quality
The 2026 Paz reset is not only a reduction in anchor-customer volume. It is a reduction in contractual visibility and mix quality. Ashdod can replace barrels, but every barrel that moves from signed domestic demand toward exports carries a risk of added costs and weaker margin q…
- Follow-up
Ashdod Refinery: What Earnings Really Look Like After The Defective Feedstock Event
The defective feedstock event no longer challenges the refinery's ability to run, but it still challenges the quality of 2025 earnings: supplier and insurance compensation were recognized, adjusted EBITDA is not fully incident-free, and inventory still rests on realizable-value…
Ashdod Refinery 2025: Q4 Brought The Refinery Back, but 2026 Will Test Paz, Exports, and Power
Ashdod Refinery exited 2025 with a real operating recovery and a stable balance sheet, but 2026 will be a commercial and cash flow proof year: the key question is not whether the plant is back, but whether the company can replace Paz volume, clean up the incident tail, and advan…
