November 2025 data confirms what Cairo tried to prevent: Egyptian gas production recorded an annual decline of 15% compared to the same period in 2024.
According to the data, Egyptian production is hovering around 4 billion cubic feet per day. For a country with a huge demand for electricity, this means that it must increasingly rely on imports.
What does this mean for Israel? First, Egypt is no longer importing gas from Israel just to liquefy and sell it on, but needs it first and foremost for internal use.
This guarantees Israel a stable market and high export revenues over time. Second, Egypt's dependence on pipelines from Israel is becoming an existential necessity. Any change in flow immediately affects the electricity grid in Cairo, which strengthens the political-economic dynamic between the countries.