About this episode
- Strategy| Egypt secures the bulk of its natural gas deficit until 2040 at an estimated price of USD7.6/mmbtu
- ABUK, MFPC, EGCH, EKHO| Long-term gas deal poised to bring stability to fertilizer sector
- EGAL| Gas deal secures power costs, supports double-digit dividend yield
- LCSW| New natural gas deal hedges key risk, preliminary fair value reaffirmed
- SUGR| Demand trails record-high sugar output
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