Analyses on Petroleum Enrgy (5)
- April 30, 2026
- March 30, 2026March 30, 2026
- Follow-up
Energy Infrastructures: Bazan Dependence Versus The Claimed Replacement Through Imports And Pipelines
Bazan dependence is real but uneven: it is absolute in crude-oil storage, very heavy in port services, and much less concentrated in pipelines. That is why the company's replacement thesis makes sense only when read as group-level revenue replacement with a different segment mix…
- Follow-up
Energy Infrastructures: The Environmental And Legal Cloud Around Haifa
Haifa-related accounting relief improved 2025, but the overhang around the bay remains multi-layered: less dismantling liability on paper, yet still a chain of monitoring, contamination, enforcement, road-levy, and PFAS cost issues with no final all-in price tag.
- Follow-up
Energy Infrastructures: The State Agreement And The Gate To The New Haifa Fuel Port
The state framework has shifted from old legal overhang to the practical gate for the Haifa move: without a new asset-and-operations agreement and a land agreement, the company does not know the eventual lease and tax burden, and the new port remains approved but conditional.
Energy Infrastructures 2025: Profit Recovered, but the Bottleneck Is Still Execution, Regulation, and Cash
Energy Infrastructures ended 2025 with a return to reported profit, but it is still mainly being tested on execution, state regulation, and the conversion of heavy investment into receipts and returns rather than on a clean improvement in the operating core.
