Isramco

Oil & gas exploration limited partnership.

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Analyses on Isramco (11)

June 25, 2026
June 25, 2026
1. Gas storage in Israel points first to transmission infrastructure, not reservoir sales
  Natural-gas storage in Israel is important for the energy system, but it is not yet a direct thesis for all gas partnerships. Investment value will appear only if policy defines a clear economic model: who builds, who funds and who receives tariff or capacity payments.
  +4
June 10, 2026
June 10, 2026
1. Electricity and grid connection are becoming the decisive data-center assets
  Data centers are making electricity, grid connection and electromechanical execution the key scarcity points. The more relevant exposure is not every AI-linked company, but those that control power capacity, supply agreements, construction capability, backup, cooling or the gas…
  +24
June 9, 2026
June 9, 2026
1. Tamar Raises Capacity, Sales and Distributions Decide Shareholder Cash
  Tamar's capacity has increased in practice to about 1.35 BCF per day, but listed-security value depends on sales, transmission infrastructure and distributions rather than production capacity alone.
  +6
May 30, 2026
May 30, 2026
1. Electricity Still Leans on Gas, and Gas Stocks Need to Prove Actual Sales
  The electricity-demand thesis does not end with renewables, storage and data centers. Israel's power system still leans on gas, so gas equities are part of the same map, but only if capacity becomes actual sales and shareholder cash.
  +14

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