Israel’s 21 tcf Leviathan gas field is set for late 2019 start-up. Energean plans FID next month on a rival project. Demand is insufficient: something has to give.

Israeli firm Delek (45.34%) held an unscheduled conference call on 26 October to deny local reports that gas from the under-development 21 tcf Leviathan field is struggling to find a market. Texas-based Noble, operator with 39.66%, also spent much of the firm’s Q3 earnings call on 31 October fielding questions on the...