The 🇮🇱🇨🇾 pipeline proposal is a bold move. It has huge potential. But is needs practical fixes to capacity, regulation, market scope, and geopolitical risk. Something more cooperative and resilient. A real win-win. Hopefully that is the direction we are heading in...END/

Have 🇮🇱 and 🇨🇾 done all of their homework? Who are the third party diplomatic actors (🇺🇸🇪🇬🇬🇷🇪🇺) that they've consulted with and is everyone on the same page? Are the commercial actors satisfied with how things are progressing? What are their concerns? I have questions. 22/

I'm not poking holes because I don't endorse the idea - I've advocated for a 🇮🇱🇨🇾 energy cooperation for quite some time, and for a number of different reasons. But there are risks to getting such complicated processes wrong. Always important to do your homework. 21/

D) To mitigate regional tensions, Israel must work toward a broader East Med energy framework that includes other regional players. This approach would strengthen alliances and potentially prevent projects from being derailed by spoilers. 20/

C) To make the project viable, the gas needs to access a larger market beyond Cyprus. This means connecting with Europe or other regions that can provide steady demand. Without a larger market, I don't see how this project is feasible. 19/

B) As I mentioned, 🇮🇱's export policies are a major obstacle. To make exports feasible, it would need to align export policies and work with 🇨🇾 on a unified regulatory framework. This would ensure legal stability and signal reliability to all stakeholders. 18/

🧩 Still, I like to problem solve - so how could it all work? A) I spoke to one industry exec and he said 🇮🇱 needs a plan to boost production at Karish and Tanin and secure the necessary funding to handle expanded exports. Clear capacity targets and investment backing are key to moving forward. 17/

So this could all be noise spread by a government minister looking for ways to be relevant. 16/

In sum, the project’s regulatory, financial, legal, and geopolitical concerns make this a high-risk affair, and might deter private investors who would need a clearer return on investment before committing their 💰. 15/

🃏 Finally, let's address the geopolitical wildcards. 1) 🇹🇷Turkey, who has shown past resistance to 🇮🇱🇨🇾 energy projects and 2) Hezbollah who threatened 🇨🇾 for its cooperation with 🇮🇱 during the war. How have the parties prepared for a potential diplomatic/security fallout? 14/