Turkey: Forging An Energy Partnership with Azerbaijan & Armenia?
September 15th, 2008
Via Stratfor, an interesting look at the possibility that Turkey, Armenia, and Azerbaijan will enter into an energy relationship to counter the effects of Russia’s gains in the region after its intervention in Georgia. As the article notes: “…Stratfor sources in Azerbaijan have said that Turkey plans to forge an energy relationship with Armenia — […]
Read more »Spigot Strategy: Will Tengiz Oil Flow East Instead?
September 12th, 2008
Via BusinessWeek, an interesting analysis of Kazakhstan’s position in the overall race for Central Asia hydrocarbons, particularly the likelihood that future production from the massive Tengiz field may end up going to China vs. other export lines. As the article notes: “…getting the oil out of the landlocked country [Kazakhstan] has always been a tricky […]
Read more »Russia’s African Gas Pipeline
September 12th, 2008
A most interesting analysis from the blog “On Political Risk, detailing Russia’s recent steps to move closer to its goal of dominating the North African gas market, a potential alternative supplier to Europe. As the report notes: “…Gazprom signed a Memorandum of Understanding with Nigeria to develop gas and oil projects there. Gazprom is already in talks […]
Read more »China: A Third West-East Pipeline in the Plans?
September 12th, 2008
As reported by Energy Daily, China may build a third west-east gas pipeline in a bid to meet strong demand along its economically vibrant eastern seaboard. As the reports states: The pipeline will start from the western Xinjiang region and is likely to end in Fujian province in the southeast, supplying natural gas to the […]
Read more »O Petróleo é Nosso: But Is It Petrobras’ or Brazil’s Petoro’s?
September 12th, 2008
Via The Financial Times, an article noting that Brazil’s recent offshore oil find is set to pit one of the world’s most important emerging economies against both foreign equity investors and international oil companies, and may also lead to the creation of a new state owned entity at the expense of Petrobras. As the article […]
Read more »Russia Wins Latest Stage of Pipeline Wars: Geo-Economic & Geo-Political shifts In The Caucasus
September 5th, 2008
As reported by Windows on Eurasia, with Iran’s declaration that it opposes the construction of any undersea pipelines in the Caspian on “ecological grounds” and thus will block any delimitation of the seabed that allows for them and Baku’s decision not to back the West’s push NABUCCO project, Moscow can claim its first major political […]
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.