CompanyGraph
Meshek Energy Renewable Energies Ltd.
MSKE · Israel
Engineers solar and wind generation facilities built to survive Israel's sand-storm and high-irradiation desert environment, then sells the resulting electricity into Israel's national grid under fixed power purchase agreements.
Meshek Energy converts Israel's southern desert — where peak solar irradiation and Mediterranean wind corridors overlap in a geographically bounded zone — into generation capacity by building site-specific substation and transmission infrastructure that permanently ties each installation to its land parcel. Because land-use permits are the sole throughput gate, constrained by competing military airspace, agricultural, and conservation designations across the same territory, the total volume of electricity deliverable under fixed power purchase agreements to Israel Electric Corporation is set by permitted-site count rather than by capital, equipment supply, or grid capacity. Each permitted site therefore functions as a non-fungible unit: the offtake agreement, transmission line, and substation are all site-specific, so an equipment failure at one location produces generation downtime with no recourse to capacity elsewhere — a vulnerability amplified by the fact that the dust-resistant coatings and sand-storm-rated turbines required for desert operation depend on replacement parts outside standard renewable supply chains. Any competing developer seeking to serve the same grid positions would need to reconstruct that dedicated substation and line infrastructure from the ground up at each parcel, making the permitting constraint and the physical interconnection infrastructure inseparable barriers to displacement.
How does this company make money?
The company receives fixed payments per megawatt-hour delivered under long-term power purchase agreements with Israel Electric Corporation, and receives variable payments from spot electricity sales into the Israeli wholesale market during peak demand periods.
What makes this company hard to replace?
Existing grid interconnection agreements with Israel Electric Corporation are tied to site-specific transmission infrastructure — the substations and lines already constructed at each desert parcel. Any new developer seeking to serve the same grid positions would need to duplicate that substation and line construction at each location from the ground up.
What limits this company?
Land-use permits for Israel's southern desert parcels are the sole throughput gate: military airspace restrictions, agricultural reservations, and conservation designations compete over the same territory, and each new site must clear a distinct local regulatory process that cannot be parallelised or standardised. Permitted-site count — not capital, equipment supply, or grid capacity — sets the absolute ceiling on installed generation.
What does this company depend on?
The company depends on Israel Electric Corporation grid interconnection standards, Israeli Ministry of Energy renewable energy permits, photovoltaic panels and inverters sourced from international suppliers, wind turbine equipment from European manufacturers, and Israeli Land Authority leases over desert parcels.
Who depends on this company?
Israel Electric Corporation depends on the contracted renewable capacity to meet national grid stability requirements; if that capacity is unavailable, the shortfall falls directly on grid management. Israeli commercial and industrial electricity consumers face higher grid electricity costs when renewable supply alternatives are reduced.
How does this company scale?
Solar panel installation and wind turbine deployment can be replicated across additional desert sites with broadly similar technical requirements. The bottleneck that does not ease with scale is the permitting process: securing land-use permits and environmental approvals for each new site requires navigating a distinct local regulatory sequence that cannot be standardised across locations.
What external forces can significantly affect this company?
European Union renewable equipment export policies affect the availability of solar panels and wind turbines from the company's international and European suppliers. Israeli defense ministry airspace restrictions over southern regions limit where wind turbines can physically be placed. Mediterranean climate shifts alter seasonal wind patterns and solar irradiation intensity, which affects how much generation each permitted site can actually produce.
Where is this company structurally vulnerable?
The dust-resistant panel coatings and sand-storm-rated wind turbines that make the desert facilities operable require maintenance protocols and replacement parts outside standard renewable supply chains. An extended equipment failure at a permitted site produces generation downtime that cannot be offset by redeploying capacity from another location, because each site's interconnection and offtake agreement is site-specific and non-fungible.
Supply Chain
Wind Turbine Supply Chain
The wind turbine supply chain is governed by three structural constraints that set it apart from conventional manufacturing: component scale — modern turbine blades exceed 80 meters in length and cannot be containerized, forcing specialized transport logistics that dictate where manufacturing and installation can occur; site-specificity — every turbine installation is engineered for local wind profiles, soil conditions, and grid connection, eliminating the possibility of standardized deployment; and rare earth magnet dependency — direct-drive turbines require neodymium permanent magnets, binding the expansion of wind energy to the concentrated and geopolitically sensitive rare earth supply chain.
Solar Panel Supply Chain
The solar panel supply chain is shaped by three structural constraints that interact to determine who can participate and at what scale: polysilicon purification requires 99.9999% purity — the same constraint that shapes semiconductors but applied at commodity scale — creating a capital-intensive bottleneck that gates the entire downstream chain; cell and module manufacturing operates on thin margins at enormous scale, driving extreme consolidation where China produces roughly 80% of global solar panels; and the chain from quartz mining through polysilicon, ingot, wafer, cell, module, to rooftop installation spans seven distinct stages, each with different economics, different geographies, and different competitive dynamics.