Resource Nationalism and The New Seven Sisters
June 8th, 2008
A very interesting Reuters article on how resource nationalism — countries nationalizing and controlling their domestic oil industries — is changing the way global oil markets respond to higher prices. After all, when you can revenue acceleration from a finite resource without increasing supply, why bother pumping more? As the report notes: “…Resource nationalism in […]
Read more »Iran’s Oil: Bounty & Curse
June 8th, 2008
Via AFP, an interesting brief examination of a century of oil in Iran, with a particular focus on how subsidies & mismanagement is preventing the country from realizing the potential of either its oil riches or its gas reserves, the second-largest in the world. As the article notes: “…It was just before dawn on May […]
Read more »A Knot of Pipeline Projects/Proposals: The Caspian Conundrum
June 6th, 2008
Via Radio Free Europe, an insightful look at the multitude of Caspian pipeline projects that leaders of the Caspian Sea littoral states — Azerbaijan, Russia, Kazakhstan, Turkmenistan, and Iran — and others such as the EU and U.S. are discussing, debating, funding, and developing. As the article notes: “…we are in the middle of a […]
Read more »India and Central Asia
June 3rd, 2008
As recently presented by the Foreign Policy Association, India has recently increased its diplomatic and strategic movements in Central Asia. Given that we examined China’s interest in Central Asia in a previous post, we wanted to offer this analysis of India’s growing interests as well: …India has many reasons to desire greater influence in Central […]
Read more »China, Afghanistan, and Pakistan: A Strategic Trade & Energy Corridor
June 3rd, 2008
Via The Asia Times, a very interesting analysis of China’s strategic interest in capitalizing on the convenience that Afghanistan and Pakistan offer for the exploitation of energy resources of Central Asia and the Middle East, and its resulting prioritization of the stability of Afghanistan. As the article notes: “… Afghanistan’s geographic location has made it […]
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.