EastMed Collaboration Profile picture
Sep 17, 2020 24 tweets 10 min read Read on X
Once upon a time #Erdogan & #Turkey was seen as a success story that had 0 problems with its neighbours and great relations with #Israel - to the extent that the pro-Israeli Jewish diaspora were very keen to host Erdogan and collaborate across many issues tccb.gov.tr/en/news/542/52…
Attending the meeting were Citi's Chief Executive Officer for Europe, Middle East & Africa James C. Cowles, Partner at Caxton Associates Jeff Enslin, CEO of Lazard Ken Jacobs, President of Blackstone Hamilton E. Jones, CEO of Warburg Pincus Chip Kaye,
Henry Kissinger, president of WL Ross and Co. Wilbur Ross, Representative of the Secretary-General for the Investments of the Fund Carol Boykin, chess grandmaster Magnus Carlsen and his manager Espen Agdestein, James Rothschild of the Rothschild Family.
but a whole load of things went terribly wrong
fast fwd to now and look at what the Mossad is stating in front of UAE collaborators about the risk of Erdogans Turkey
more recently Erdogan is going for it with his ambitions. Erdogans "nuclear itch" and pivot to China is forcing US to consider Incirlik situations
To manage Erdogan Risk you have MBZ MBS in the opposing faction working with the French Greeks and Israelis and this is becoming clearer and clearer by the minute
also we can see the France-UAE relationship work into the East Med - evidently with blessing of the US Israel Abu Dhabi deal
and now the Israel Abu Dhabi US deal is formed and others are joining its definitely escalating a situation and coming to crunchtime. jpost.com/opinion/the-co… -
its becoming clearer that MBZ is fronting for an MBZ-MBS partnership to shake up the region
with everything in the open it will minus the need for very meticulous and quiet backchannel diplomacy between key interests. Now things will become apparent and things will start to click
As Cyprus Greece get closer to France UAE US Gulfies Israelis etc then you see Qatar trying to throw a spanner in the works probably on behalf of or in some coordination at least with Turkey maybe also Russia
as all this starts to happen we see a US vs Russia diplomatic push into Cyprus
Then we see Qatari Turkish team up against Arab Israeli deal .... followed by problems for Turkey in their economy (again)
aljazeera.com/news/2020/09/a… ... Given how things are working out for Trump with the Arab-Israeli deal id bet he turns the pressure on Qatar to comply or face consequences
dailysabah.com/business/energ… could it be Qatari interests causing a fuss in Mozambique to protect their LNG Markets? Why is Turkish sponsored media going against the French supporting their interests in Mozambique? - is this a Turk-qatari collaboration?
Looking back at destabilization of Egypt from the Muslim Brotherhood/Morsi situation and its effects on stunting Egypts energy role... could that all erupt again to destabilise EMGF collaboration?
question what #TOTAL doing as the French super major involved (albeit quietly) in Greece and Cypriot exploration. They havent made big moves really yet but they have it in their option to do so. Could Total change its approach and become more commercially aggressive into GR/CY?
what would Totals move be and how would that affect $NBL $CVX deal if at all? Could Total become a pro-Cy/Gr protagonist and change the model of what should be done next? what would they need to start doing now to be a gamechanger?
Exxon and ENI are in Cyprus. Eni is with Total as a partner as i understand it. Is there chance and enough of a timewindow for them three to do something gamechanging? if they dont then whats their day2 plan post CVX/NBL tie-up (if it passes) - so many variables at play...
Now how does the Libya situation led by Erdogan play into the stunting of Energy collaboration btwn the East Med partners? - everyone playing a tit-for-tat game across the region...
the libya situation can cause problems for the East Med pipeline. This leaves LNG as the workable solution through Egypt +/- Newbuild Terminal Cyprus. Once the East Med starts to work the LNG game how will Erdogan and his allies counter the collaboration?
what cards will Erdogan then play vs Israel and Egypt and ofcourse Cyprus once the LNG game gets going? - If the LNG game gets going despite Erdogans antics then what does it mean for the Erdogan/Qatar/Russian relations?
how important is stunting e med regional LNG flow to them? if Cyprus Israel Egypt get to work it out with US and others onside from the Gulf then what does that mean to Turkish Qatari Russian faction/interests? - does this all come down to protecting LNG markets for Qatar/Russia

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More from @EastmedC

Feb 16
Have been thinking about the #Cyprus #Chevron deal alot today. From the minister "We will be monitoring closely the fulfillment of the obligations of Chevron and its partners, on the basis of the approved Development and Production Plan and the Production Sharing Contract.”
For that section of the statement to "have some weight" in it - it must mean Cyprus put some short term milestones for Chevron to adhere to. Otherwise Cyprus has nothing to monitor for the next few years until Chevron decide. Rendering any monitoring msg in the statement baseless
Of course neither Chevron or Newmed would like to or need to divulge any milestone specifics but I don't see any other way Cyprus would legitimately revoke their notice of breach and give Chevron free reign unless with a next milestone to ensure progress and monitor against
Read 12 tweets
Oct 15, 2024
Great thread on recent news around potential of a #Cyprus #Israel #Energy plan - will go deep into it
Here's a translation of ynet article that sparked the media coverage of a potential Cyprus-Israel deal Image
Read 13 tweets
Sep 5, 2024
@chameleonGR People are missing some points. @GePapanastasiou put a 25m per year deal on the table to get to 125m needed. By time of spending that money when done properly the project is operational/de-risked and contributing to lowering of prices etc
@chameleonGR @GePapanastasiou 25m a year during the start up to operations is NOTHING relative to the cost of inaction and in any case Cyprus doesn't have a problem over the years continuing to leak money to corruption and yet now its playing "holier than Jesus christ" to safeguard spending of 125m???
@chameleonGR @GePapanastasiou You don't get many entrenched interests talking about the point that the risk of loss to Cyprus is marginal when considering the need to do it and the cost of inaction being much higher not only financially but more importantly strategically/regionally
Read 8 tweets
Aug 30, 2024
Will go deep into the trading of blows to analyse .... Image
Here's full article Image
Is there really a new plan or just an old ploy? Image
Read 11 tweets
Aug 3, 2024
Heres my views - starting to think through how this plays out for and with Cyprus. Interesting times. Would be great to see a BP-ADNOC-Cyprus success story. Its tough but somehow they can get there. sway.cloud.microsoft/QHozKB1dCUsfIf…
Image
Looking into how the BP-ADNOC-Cyprus talks all happening amongst momentous shifts in regionsway.cloud.microsoft/dnkjU2GhsarZWg…
being a "Cautious optimist" about thingssway.cloud.microsoft/Lmt4FcpB5Pu0C1…
Read 8 tweets
Oct 6, 2023
@business Interesting follow up on subject
Image
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@business We should take current news into consideration with analysis from 9th of June to see what was seen as writing on the wall from then and where things have now landed. Not much of a surprise really...
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@business back in June had run my own analysis of everything hinted at and directly mentioned in the MEES article of 9th June about BP ADNOC - Analysis here: sway.office.com/BWnqlB6Q3iknAR…
Read 17 tweets

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