The $35 Billion Gas Deal Paused by Politics

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The $35 billion gas deal between Israel and Egypt is facing significant delays due to political pressures and uncertainties surrounding payment capabilities and internal governance issues. Despite receiving technical clearance, the project's future remains uncertain as key stakeholders navigate complex geopolitical dynamics.

Market Impact

Market impact analysis based on bearish sentiment with 85% confidence.

Sentiment
Bearish
AI Confidence
85%

Article Context

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What’s unfolding now is a real test of whether Israel and Egypt can run a joint energy project under political pressure. The $35-billion Leviathan-to-Egypt gas deal looked settled six months ago. This week, the pipeline, which would move that gas across Sinai, finally got technical clearance. On paper, that should have been the green light. In practice, everything else is stuck, and there are three pressure points: Egypt’s ability to pay, Israel’s internal gridlock, and Washington’s shift in posture. Let’s start with…

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Original article published by OilPrice.com on November 7, 2025.
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