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Analyses on S&b Energy (6)
- May 20, 2026
- May 19, 2026
- March 18, 2026March 18, 2026
- Follow-up
Romania after Satu Mare: Merchant pricing, storage, and whether Europe can become a real profit leg
Europe has stopped being only a slide deck at Shuv Energy, but in 2025 it was still a first proof point rather than a true profit leg. What will determine whether Romania becomes a real engine is not the fact that Satu Mare came online, but whether storage is added successfully,…
- Follow-up
Azrieli, asset sales, and the controlling-shareholder overhang: who funds Shuv Energy's next growth leg
The Azrieli deal, the possible FIT-asset sale, and the January equity raise show that there is real outside interest in Shuv Energy's platform, but they also show that growth is still being funded through serial monetization layers rather than through internally generated surplu…
- Follow-up
Shuv Energy: Why NIS 535m of FFO did not turn into cash
The gap between FFO and cash at Shuv Energy is not a one-off 2025 anomaly but a structural feature: FFO is measured at project and company-share level, most of it sits in layers that do not immediately flow upstream, and what does arrive is blocked by working capital, debt servi…
Shuv Energy in 2025: The Pipeline Grew, but the Real Transmission Line Runs Through Cash
Shuv Energy enters 2026 with a larger asset base, a wider financing path, and projects that have already begun to move from pipeline to operation, but also with a sharper test of whether project FFO can turn into accessible cash after a year in which gas weakened, the US weighed…
