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.”

https://twitter.com/EastmedC/status/1891035463034528063

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

Great thread on recent news around potential of a #Cyprus #Israel #Energy plan - will go deep into it

https://twitter.com/GabiAMitchell/status/1845379019987931213

Here's a translation of ynet article that sparked the media coverage of a potential Cyprus-Israel deal

@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???

Will go deep into the trading of blows to analyse .... Here's full article

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…
Looking into how the BP-ADNOC-Cyprus talks all happening amongst momentous shifts in regionsway.cloud.microsoft/dnkjU2GhsarZWg…

@business Interesting follow up on subject

@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...

@eastmed_NRG @stevensonpeter8 @FionaMullenCY Past few days ive been doing my research on Cynergy and what could be behind it all. This will be quite a long thread to analyse it all (as far as we can see into whats going on) @threadreaderapp unroll

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,

Ive had a go at thinking about stakeholder perspectives on the $NBL $CVX deal. For host-countries - It might be the case for Cyprus and/or Israel that Elliott pausing the situation/going into activism is a good thing. But they would need to handle carefully. The East Med situation isnt for an activist alone. It requires industrial/political smarts and in region navigation.

@eastmed_NRG @Sigmalivecom @Sigmalive_EN @stevensonpeter8 @Marflo66036248 @PoulladosM @WSJ @BloombergNRG Lets talk about $NBL shareholder presentation points theyre making about how thorough they were at working through their options before landing a $CVX deal @eastmed_NRG @Sigmalivecom @Sigmalive_EN @stevensonpeter8 @Marflo66036248 @PoulladosM @WSJ @BloombergNRG Since $NBL lay out their process i would like to see #elliottmanagement work through all those options with the $NBL board to see how thorough they were vs just justifying a rescue deal into their own pockets...