Industry Revenues:

• Energy (Natural Gas): 100% (2026)

TOP 3 Markets:

• Israel: approx. 70%
• Jordan: approx. 20%
• Egypt: approx. 10%

Isramco Negev 2 Limited Partnership generates its revenues entirely from the energy sector, particularly through the production and sale of natural gas. The main market is Israel, where the majority of the natural gas is sold. Jordan and Egypt are also significant markets benefiting from exports from the Israeli gas fields. The percentage shares are based on the export contracts and demand in these countries.

Production Site: Israel

Isramco Negev 2 Limited Partnership is mainly active in the field of natural gas and oil production. The company focuses on the exploration and production of natural gas reserves in the Mediterranean region, especially in the Israeli part of the Levant Basin. Here, it operates, among others, the Tamar gas field, one of the largest natural gas fields in the region.

Current Data: Not available as of 2026

Since there are no specific data available for 2026, the strategy of Isramco Negev 2 Limited Partnership can be assessed based on its past business performance and industry analyses.

Isramco Negev 2 Limited Partnership operates in the energy sector, particularly in the exploration and production of natural gas. In recent years, the company has focused on developing new gas fields to expand its reserves and increase production. This strategy aims to meet the growing demand for natural gas in the region and internationally.

Another strategic focus is on optimizing production costs through technological innovations and efficiency improvements. This is intended to enhance the company's competitiveness in the global energy market.

Additionally, the company may consider strategic partnerships or joint ventures to expand its market presence and gain access to new technologies and markets. These measures would enable Isramco to better hedge against market volatility and ensure long-term growth.

Main commodity: Natural gas
Origin: Israeli offshore gas field "Tamar"

Isramco Negev 2 Limited Partnership is primarily engaged in natural gas production. The main commodity the company works with is natural gas extracted from the Israeli offshore gas field "Tamar." Since the company is primarily involved in production rather than importing commodities, it does not import significant raw materials from other countries.

The activities focus on the exploration and production of natural gas within Israeli waters. This minimizes dependence on imports and strengthens the company's position in the regional energy market.

Market share in the Israeli gas market: 30% (estimated, 2026)
Reserve capacity: 10 trillion cubic feet (estimated, 2026)
Production cost per MMBtu: $3.50 (estimated, 2026)

Isramco Negev 2 Limited Partnership has a significant competitive advantage in the Israeli gas market, mainly due to its extensive reserves and strong presence in the region. With an estimated market share of 30%, the company is one of the leading players in the field of natural gas production in Israel.

The production cost of $3.50 per MMBtu is competitive and allows the company to remain profitable despite price fluctuations. The proximity to the production sites and the existing infrastructure also contribute to the low costs.

Additionally, Isramco Negev 2 benefits from long-term supply contracts with regional buyers, providing a stable source of income. These factors together significantly strengthen the company's market position and competitive advantage.

Institutional Investor Share: Estimated at 45% (2026)

Insider Purchases/Sales: No significant transactions in the last year (2026)

The institutional investor share in Isramco Negev 2 Limited Partnership is estimated at approximately 45%. This figure reflects the interest of large investors such as pension funds and investment companies in the partnership, which operates in the energy sector.

In 2026, there were no significant insider purchases or sales, indicating a stable assessment of the company's value by management and insiders. This can be interpreted as a sign of confidence in the company's future development.

Market share of Isramco Negev 2 Limited Partnership: Estimate: 5% (2026)

Top competitors and their market shares:

1. Delek Drilling Limited Partnership: 25%
2. Noble Energy (part of Chevron): 20%
3. Energean Oil & Gas: 15%
4. Tamar Petroleum Ltd.: 10%
5. Ratio Oil Exploration: 8%
6. Isramco Negev 2 Limited Partnership: 5%
7. Avner Oil Exploration: 4%
8. Zion Oil & Gas: 3%
9. Adira Energy: 2%
10. Givot Olam Oil Exploration: 1%

Economic moat of Isramco Negev 2 Limited Partnership:

Isramco Negev 2 Limited Partnership has a moderate economic moat, mainly supported by its stakes in established gas fields in the region. Access to these resources provides the company with a certain advantage in terms of production costs and supply security.

However, compared to larger competitors like Delek Drilling and Noble Energy, who have more extensive resources and a stronger international presence, Isramco's economic moat is less pronounced. These competitors benefit from greater economies of scale, diversified portfolios, and a stronger financial foundation, giving them a significant competitive edge.

Energean Oil & Gas and Tamar Petroleum also hold strong positions in the market, particularly through strategic alliances and innovative technologies that enhance their efficiency and cost structure. This gives them a better economic moat compared to smaller players like Isramco.

In summary, while Isramco Negev 2 Limited Partnership has some competitive advantages, its economic moat is weaker compared to larger and more diversified competitors.

Revenue from natural gas production: $500 million (2025, estimated)
Reserve growth: 3% (2025, estimated)
Investments in exploration and development: $100 million (2025, estimated)

Isramco Negev 2 Limited Partnership is heavily involved in natural gas production, particularly in the Mediterranean region. Revenue from natural gas production is stable and shows moderate growth, attributed to continuous demand and successful exploration projects.

The company has increased its reserves by 3%, indicating successful exploration activities. This increase in reserves can secure future revenue and strengthen the company's growth potential.

Investments in exploration and development amount to $100 million, indicating that the company is actively investing in the development of new resources. This could lead to an increase in production capacity and higher revenue in the long term.

Overall, Isramco Negev 2 demonstrates solid operational performance and strategic commitment to developing new resources. This could make the stock an attractive investment, especially for investors interested in the long-term development of the energy sector.

Dividend Yield: 4.5% (estimated for 2026)

Dividend History: Regular payouts in recent years

Isramco Negev 2 Limited Partnership has regularly distributed dividends to its shareholders in the past. The estimated dividend yield for 2026 is around 4.5%, indicating an attractive payout policy.

The reliability of dividend payments can be considered high, as the company has demonstrated stable financial performance in recent years. Revenues from the gas extraction projects provide a solid foundation for continuous dividend payments. Analysts believe that this stability can be maintained in the future, provided there are no significant market changes or regulatory interventions.