Ratio Energies - Limited Partnership — Cyborg Score 7/10

Strong
Oil & Gas Exploration & Production

Strategic Profile

Ratio discovered Leviathan in 2010, one of the world's largest deepwater natural gas finds with estimated reserves of approximately 21.8 TCF and 48 million barrels of condensate, with commercial production beginning in December 2019. The company supplies gas to the Israeli domestic market and exports to Jordan and Egypt.

Cyborg Score Rationale

Ratio operates a world-class asset in Leviathan with over 21.8 TCF of reserves and steady production generating exports revenue. The company benefits from strategic partnerships with major international players like Chevron and stable supply contracts in Israel and the region.

Top Insights

  • Leviathan is one of the world's largest deepwater natural gas discoveries with ~21.8 TCF reserves producing since late 2019
  • Company continues Mediterranean expansion through new exploration licenses and strategic partnerships including international partners like ENI and Dana Petroleum
  • Ratio holds 20% stake in Ratio Petroleum Energy engaged in international oil and gas exploration
  • Leviathan partners approved FID for third pipeline expansion to increase capacity to approximately 14 BCM per year

Named Competitors

  • Leviathan Partners — Co-development partners on Leviathan project
  • Regional E&P — Competing gas and oil exploration operators
  • International E&P — Partners in new offshore exploration blocks

Recent Developments

  • (February 2022) Company rebranded from Ratio Oil Explorations to Ratio Energies - Limited Partnership
  • (2023-2024) Leviathan production expansion and third pipeline FID approved
  • (2024) Strategic gas export agreement signed to increase deliveries to Egypt via Arab Gas Pipeline

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