Indonesia … the forgotten member of OPEC?
July 24th, 2007
Given my last post and as further reminded by an article at Stockerblog.com, we should keep Indonesia in the back of our minds. I am personally less than bullish on the specific companies mentioned in the article, but I do believe that Indonesia – as a market and opportunity – is often unfairly “penalized” or […]
Read more »CNPC’s deal with Turkmengas … really a done deal for the first non-Russian route for gas exports out of Central Asia?
July 18th, 2007
Given Turkmenistan’s tendency to “revisit†agreements (especially when other potential customers such as Turkey, Pakistan, Europe, and Russia are also knocking on the door re: buying gas), it may be prudent to wait and see how this deal shakes out, but certainly another good example of China’s (via CNPC) efforts to lock up alternatives to […]
Read more »The Iran-Pakistan-India (IPI) Pipeline
July 17th, 2007
Via RIA Novosti, news that Iran, Pakistan, and India have agreed on a formula for the price of natural gas to be pumped through a pipeline that will link the three countries. According to the report, the deal has “…removed the main obstacle to the signing of a three-way agreement on building the 2,300 km […]
Read more »BRICs & MORE-ter …. and The Curious Case of the Missing N-11
July 14th, 2007
Justin Fox offered an interesting 12 July post on the Time blog titled “Is it really BRICs, or just ICs?†in which he suggests that the use of the term BRIC may be somewhat misleading as some may interpret it to suggest that Brazil & Russia (BR) offer equally compelling arguments for global economic impact […]
Read more »Gazprom reconsiders “going it alone” in Shtokman…
July 8th, 2007
Interesting change of pace by Gazprom: first, allowing foreign participation in the project; and second, the possibility of including an LNG plant in the project which could supply the U.S. Seems likely they have concluded they’re going to need additional capital and expertise to develop this find.  Gazprom close to Shtokman gas field deal Gazprom […]
Read more »Kazakhstan … Not Only Oil & Gas, But Uranium As Well
July 8th, 2007
Noticed yet another example of Kazakhstan – in this case, Kazatomprom – extending its influence in the world’s natural resource markets. Given its immense potential as a natural resource supplier, I’m sure Kazakhstan will continue to see a lot of strategic interest from its regional neighbors (China, Russia, etc.) as well as other forward-thinking nations […]
Read more »Focusing primarily on The New Seven Sisters - the largely state owned petroleum companies from the emerging world that have become key players in the oil & gas industry as identified by Carola Hoyos, Chief Energy Correspondent for The Financial Times - but spanning other nascent opportunities around the globe that may hold potential in the years ahead, Wildcats & Black Sheep is a place for the adventurous to contemplate & evaluate the emerging markets of tomorrow.