Member Info for LythamSlim8

Https://www.iranoilgas.com/news/details.aspx?id=25806

I think PXEN is in an enviable position.

Https://www.iranoilgas.com/news/details.aspx?id=25806

Thanks for those links, Keith

Glitches everywhere.

Middle son sat his MAT exam this morning - problems with Oxford Uni servers meant the start time delayed over an hour.

Cyber warfare..?

A week or so back when there was a hint of excitement over the possiblity of an approach by NewMed for the Morocco asset, KeithOz tweeted some pictures of Yossi Abu with Leila Benali.

Also pictured with them i think was Yariv Elbaz. A consummate and innovative dealmaker with strong ties to the Kingdom:

https://www.theyeshivaworld.com/news/israel-news/1928123/the-jewish-businessman-who-advanced-the-morocco-israel-peace-deal.html

Also, some of the more switched on PRD investors have previously alluded to the recognition of Moroccan sovereignty over Western Sahara as a key milestone should NewMed wish to expand in to Morocco.

Elbaz played a, possibly THE, pivotal role in the negotiations.

https://www.aljazeera.com/news/2023/7/17/israel-recognises-western-sahara-as-part-of-morocco

I wonder if he has had any direct involvement in negotiations with PG.

Emir of Qatar there...

https://twitter.com/UnityNewsNet/status/1712845878518501458/mediaViewer?currentTweet=1712845878518501458¤tTweetUser=UnityNewsNet&mode=profile

So not just Guercif that is heavily pregnant.

Good luck to all involved.

Success in the imminent testing could ignite a scramble / bidding war for the asset.

Https://attaqa.net/2023/10/10/%d8%a5%d9%8a%d9%86%d9%8a-%d8%a7%d9%84%d8%a5%d9%8a%d8%b7%d8%a7%d9%84%d9%8a%d8%a9-%d8%aa%d8%b1%d9%83%d8%b2-%d8%b9%d9%84%d9%89-%d8%b2%d9%8a%d8%a7%d8%af%d8%a9-%d8%a5%d9%86%d8%aa%d8%a7%d8%ac-%d8%a7%d9%84/

Good write up on ADNOC and their plans for expansion.

Africa, low carbon, gas etc

https://www.msn.com/en-us/money/markets/abu-dhabis-oil-champion-adnoc-bets-on-global-expansion/ar-AA1hTWmn?cvid=a5a88f9ab2504a4092abd6643262680c&ei=8#image=1

Exactly.

Like the Ukraine conflict, this incursion is another reminder of the importance for Europe of oil / gas supplies in 'safe' jurisdictions.

Another oil embargo / crisis like after the Yom Kippur war..?

'Very rewarding' - yes.

Gas flowing inevitably means some juicy FCF.

Has testing stopped..?

Agreed.

Complete radio silence is suggestive of something happening behind the scenes.

The suspicions of many on here that gas is present in quantity is in my view corroborated by the recent inception of the ONHYM Midstream Co:

'developing the ONHYM activities linked to the Midstream sector, which correspond to hydrocarbon transport and storage infrastructures, to manage and coordinate the strategic projects and infrastructures of the Nigeria-Morocco Gas Pipeline and Maghreb Europe Gas Pipeline (GME)'

Gas won't be flowing from Algeria in the foreseeable so then where are they expecting to source it?

Speaks volumes in the absence of an RNS from PRD.

Https://euro.dayfr.com/local/947276.html

Gearing up to shift some gas to mainland Europe by the look of it.

Cabin crew: Prepare for take-off.

Possibly Donalb.

All coming together it appears...

https://twitter.com/MoroccoIntel/status/1708577094861471877

ADIPEC 2023 begins tomorrow.

If ADNOC are involved in any kind of deal involving PRD...the conference is the natural platform for announcements.

'The company, which is pursuing global expansion plans that include acquisition of assets overseas, announced last year that it would invest $150 billion over five years to support an "accelerated growth strategy" for oil and gas production. ADNOC is reportedly looking to expand its presence in African and European markets.'