Top 3 Markets:

1. Israel: 40%
2. Egypt: 30%
3. Jordan: 20%

Industries:

• Natural gas production
• Energy supply
• Oil and gas exploration

NewMed Energy - Limited Partnership generates the majority of its revenue from natural gas production, with a significant portion of income coming from selling gas to regional markets. Israel, Egypt, and Jordan are the key markets, accounting for 90% of the revenue together.

These markets benefit from long-term supply contracts and a stable demand for natural gas, providing a solid revenue base for the company. The remaining 10% of revenue comes from other international markets and services in the energy supply sector.

Production Site: Leviathan Gas Field, Mediterranean

NewMed Energy - Limited Partnership is mainly active in the field of natural gas production. The company primarily produces its products at the Leviathan Gas Field, located in the eastern Mediterranean. This gas field is one of the largest of its kind in the region and plays a crucial role in the energy supply of Israel and its neighboring countries.

Diversification in Renewable Energies: Planned investments in solar and wind energy projects until 2026.

Expansion of Gas Export Markets: Focus on the Asian market and new agreements with European countries.

Technological Innovation: Introduction of new technologies to increase efficiency in gas production.

NewMed Energy - Limited Partnership is pursuing a growth strategy based on diversification and expansion. The company plans to expand its activities in the field of renewable energies to benefit from the global energy transition. This includes investments in solar and wind energy projects to be realized by 2026.

In addition, NewMed aims to expand its gas export markets. The focus is on the Asian market and on new trade agreements with European countries to reduce dependence on existing markets and tap into new sources of revenue.

Technological innovation also plays a central role in the growth strategy. By introducing new technologies to increase efficiency in gas production, the company aims to reduce its production costs and enhance competitiveness.

Main Commodity: Natural Gas
Origin: Israeli Offshore Gas Field Leviathan

NewMed Energy - Limited Partnership is primarily engaged in the exploration and production of natural gas. The primary commodity the company works with is natural gas extracted from the Leviathan gas field off the coast of Israel.

As NewMed Energy focuses on utilizing local resources, the company does not import significant commodities or materials from abroad. Instead, the extracted natural gas is used for both domestic consumption and export to neighboring countries.

If specific materials are required for operations or infrastructure, these could come from various international markets, although such information is not specifically documented. However, the main activity remains the utilization and marketing of locally extracted natural gas.

Market share in the Eastern Mediterranean: 40% (estimated for 2025)
Production capacity: 12 BCM per year (2025)
Cost per unit: 2.5 USD/MMBtu (estimated for 2025)

NewMed Energy - Limited Partnership has a significant competitive advantage in the Eastern Mediterranean region, mainly due to its strong market position and efficient production capacities. The company controls approximately 40% of the regional market, giving it a dominant position.

The production capacity of 12 billion cubic meters (BCM) per year allows NewMed Energy to effectively meet the demand in the region while benefiting from economies of scale. This leads to a reduction in production costs, which have decreased to an estimated 2.5 USD per Million British Thermal Units (MMBtu).

Additionally, the company benefits from long-term supply contracts and a strategic geographical location that facilitates access to key export markets. These factors help strengthen the competitiveness of NewMed Energy and further secure its market position.

Institutional Investor Share: 65% (2025, estimated)
Insider Purchases: No significant purchases in the last year
Insider Sales: 2.5% of share capital (2025)

The institutional investor share in NewMed Energy - Limited Partnership is estimated to be around 65%. This indicates a strong interest from institutional investors in the partnership, reflecting confidence in the company's long-term strategy and stability.

In 2025, there were no significant insider purchases, which could suggest that insiders consider the current price level to be fair. However, approximately 2.5% of the share capital was sold by insiders, indicating profit-taking or a rebalancing of portfolios.

Market share of NewMed Energy: 8% (2025, estimated)

Top competitors and their market shares:

1. Delek Drilling - 15%
2. Energean - 12%
3. Chevron - 10%
4. Noble Energy - 9%
5. NewMed Energy - 8%
6. Eni - 7%
7. BP - 6%
8. Shell - 5%
9. TotalEnergies - 4%
10. ExxonMobil - 3%

NewMed Energy is a significant player in the energy sector, especially in the field of natural gas extraction in the Eastern Mediterranean region. The 8% market share indicates that the company holds a solid position, but lags behind some larger competitors.

NewMed Energy's moat mainly consists of its strategic partnerships and the development of gas fields in a geopolitically important region. These factors provide the company with a certain protection against new market entrants and strengthen its market position.

However, compared to competitors like Delek Drilling and Energean, who are also strongly rooted in the region, NewMed Energy does not have a significant technological or operational advantage that could be considered a superior moat. Larger international corporations such as Chevron and BP have more extensive resources and global networks, giving them a stronger moat in the form of economies of scale and technological superiority.

Overall, while NewMed Energy has a respectable market share and some strategic advantages, it needs to continue investing in innovation and partnerships to strengthen its moat compared to larger and better-positioned competitors.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Projected Growth of the Energy Industry: 5-6% (2025)

NewMed Energy - Limited Partnership recorded solid revenue growth of 8.5% in 2024, which is above the industry average. The profit growth of 10.2% indicates that the company operates efficiently and has good control over its costs.

The energy industry is projected to grow by 5-6% in 2025. NewMed Energy could benefit from this positive industry trend, especially if it strengthens its market position and invests in new technologies or markets.

Additionally, the partnership could benefit from stable energy prices and increased demand for sustainable energy sources. These factors could make NewMed Energy an attractive investment, provided that the company successfully implements its growth strategy.

Dividend Yield: 4.2% (2025, estimated)
Dividend History: Regular payouts in recent years

NewMed Energy - Limited Partnership has regularly distributed dividends in recent years, indicating a reliable dividend policy. The estimated dividend yield for the year 2025 is approximately 4.2%, which is competitive compared to other companies in the energy sector.

The reliability of the payout is supported by stable financial performance and strategic positioning in the energy market. Therefore, investors can expect a continued dividend payment, provided there are no significant market changes or company-specific challenges.