The gas agreement that could strengthen Israel in front of Iran

The move comes after Aaron Frankel’s new giant deal, which recently concluded about selling half of his holdings (10%) in the Tamar gas reservoir to Sokar.

Baku sees signature on Block I as a strategic step: This is the first drilling activity of the National Company outside of Azerbaijan. The move was supposed to be implemented even earlier, but was postponed following the Iron Sword War and the regional security situation.

According to the tender details, by October 2026, the consortium must submit a plan that includes drilling in at least one of the block licenses and another work plan, which will approve the oil supervisor. After acting in at least one drilling and meeting the work plans, companies will be able to extend their continued operations for another two years.

Significant actress for Israel and Turkey

Socar’s progress in gas searches in Israel’s economic water has, among other things, dramatic geopolitical meanings for the area. Sokar is an important energy supplier for Turkey and Israel. In Turkey, the company is the largest foreign investor to roll $ 18.5 billion in the last 17 years and Sokar’s subsidiary in the country has been employing more than 10,000 employees.

In addition, Azerbaijan is a significant energy supplier for Israel. Oil exports yielded Baku a total of $ 14.4 billion in 2024 – when Israel was the sixth destination. Despite the Turkish trade embroidered on Israel and was exposed to Globes, the Erdogan administration chose not to stop the oil supply to Haifa that passes through his country. The reason: Ankara’s energetic dependence on Soccar and an attempt to maintain normal relationships with it.

International reinforcement to the front in front of Iran

Besides, Israel and Azerbaijan relations are very tight. The latter is the second customer on the scope of the Israeli security industries from 2018 – 2022 (more than 9% of all Israeli security exports). In addition, the relationship between the countries is also based on a joint work against Iran’s big threat, the south of Azerbaijan.

Baku and the Ayatollail regime have official diplomatic ties, but both countries often visit each other publicly – while Iran is trying to act in Azerbaijan’s territory. About two months ago, Azerbaijan announced that an Iranian attempt to hurt one of the Jewish community leaders in its territory. Earlier, in January 2023, an attack on Azerbaijan Embassy was made in Tehran. The Islamic Republic also blames Azerbaijan that it, she claims, allows the Israeli institution to operate from its surface. All this in addition to other guilty exchange between the parties.

In this background, last month, the assistant of Azerbaijan President of International Relations, Hymeta Hajiev, met with Prime Minister Benjamin Netanyahu, when he tastes Azerbaijan Embassy in Tel Aviv said they talked about “regional developments.” Most of the regional developments that the two discussed are the desire to calm and mediate with Turkey against the background of developments in Syria. Only a week later, Azerbaijan’s associate landed in Ankara, where he was intended with his friend, the head of the National Communications Director Faiprtin Alton. The latter is one of the closest people to Erdogan, with the taste of Azerbaijan Embassy in Ankrara it was reported that the two dealt with “regional and global” issues.

This is not the only geopolitical significance in the outline agreement between Azerbaijan and the Israeli Ministry of Energy. Block I will operate a soccar, found on Israel’s marine boundaries with Lebanon and Cyprus, when Turkey does not recognize the limits of economic water as the international law states. But Ankara is the only country recognized in the Turkish Republic of Northern Cyprus (KKTC) and therefore thinks it deserves economic water. With the expansion of Azerbaijani’s activities in the space, it is very difficult to see a situation in which the Turks will express resistance and try to thwart the move.

Potential for regional connection and context to Syria

And back to the details of the agreement. Globes has learned that a significant part of Sokar’s baskets to enter the consortium with New Med and BP in Block I is his strategic location for Azerbaijan. Among other things, Azerbaijan strives to find and lead gas to the city of Marcein in southeastern Turkey and from there to European countries through a plumbing that already exists and acts in Turkey itself, thus strengthening its power.

In addition, in fact, expansion of energetic activity, Azerbaijan may have larger regional programs to connect several countries in gas transport pipes. Of the 10.09 BCM produced from the Tamar Database in 2024, about 34% sold, among other things, to Jordan, and out of about 11.33 BCM produced from a lender – about 81.4% were referred to exports. The Hashemite Kingdom is crossed south of the north of the Fajer gas pipe that connects to Syria to Homs, and from which is split to Tripoli in Lebanon and Benas in western Syria. A senior in the energy industry estimated in a conversation with Globes that there was a potential for establishing a project that would connect the states through gas pipes, which may reach about $ 200 million.

In the energy industry as a whole and the gas in particular, this is not a high amount, and certainly not far -fetched. Such a venture may be beneficial to all factors dealing with: Israel that will earn larger revenue from the gas and the economic dependence of Turkey; Jordan will earn royalties from transport in its territory; And Syria, who has just recently faced Assad’s old regime and the establishment of a new regime that is trying to get closer to the West, will be able to use the gas imported in its favor, and rebuild the relationship with Israel.