Senegal Announces Plans to Nationalize Gas Project Operated by Kosmos Energy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 10 2025
0mins
Should l Buy KOS?
Source: SeekingAlpha
Nationalization Plans: Senegal intends to nationalize the Yakaar-Teranga gas project, one of the largest gas discoveries in recent years, as announced by the country's energy minister.
Stakeholder Information: Kosmos Energy, which holds a 90% stake in the project, became the operator in 2023 after BP's exit, while the state-controlled firm Petrosen owns the remaining 10%.
License Expiration: Kosmos Energy's license for the Yakaar-Teranga field is set to expire in July 2026, according to a company spokesperson.
Related Projects: Kosmos, Petrosen, and BP are also involved in the Greater Tortue Ahmeyim liquefied natural gas project, which has an estimated 15 trillion cubic feet of recoverable gas and loaded its first cargo in April.
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Analyst Views on KOS
Wall Street analysts forecast KOS stock price to rise
9 Analyst Rating
3 Buy
5 Hold
1 Sell
Hold
Current: 1.620
Low
0.80
Averages
2.16
High
4.00
Current: 1.620
Low
0.80
Averages
2.16
High
4.00
About KOS
Kosmos Energy Ltd. is a deepwater exploration and production company. The Company has diversified oil and gas production from assets offshore Ghana, Equatorial Guinea, Mauritania, Senegal and the Gulf of America. The Company's Ghana operations include Jubilee Field and TEN Fields. The Jubilee Field straddles both the West Cape Three Points and Deepwater Tano blocks. The Company has interests in the Ceiba Field and Okume Complex production assets located offshore Equatorial Guinea. It also has interests in EG-01, EG-24 and S blocks that are located in the southern part of the Gulf of Guinea. Its Greater Tortue Ahmeyim Project is an offshore liquified natural gas project in Mauritania and Senegal. In Senegal, it has participating interests in the Cayar Offshore Profond Block. Its key fields in the Gulf of America include Odd Job, Tornado, Kodiak, Winterfell and Tiberius. It is an operator for the petroleum contract covering Block 5, offshore Sao Tome and Principe in the Gulf of Guinea.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Condition Impact: The bond issuance will be subject to market conditions and other factors, reflecting the company's strategic flexibility in the current economic environment, aiming to seize favorable financing opportunities.
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- Strong Guarantee Structure: The new bonds will be fully and unconditionally guaranteed by the company and its wholly-owned subsidiaries, while certain subsidiaries will also guarantee existing senior unsecured notes, bolstering investor confidence.
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