Archive for October, 2008

Iran: Energy Transport Route

Courtesy of Energy Daily, an interesting look at how – in the aftermath of the August military confrontation between Georgia and Russia –former Soviet republics and rising petro-states Azerbaijan and Kazakhstan have been reassessing their export options, with Iran receiving increased attention in both Baku and Astana. As the article notes, Iran has been moving […]

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Kazakhstan Support The BTC Pipeline

Via Energy Daily, a report that oil from Kazakhstan’s Tengiz field will be delivered by tankers across the Caspian Sea to the BP-led consortium’s Sangachal Terminal on Azerbaijan’s Absheron Peninsula for pumping into the1,094-mile, $3.6 billion Baku-Tbilisi-Ceyhan (BTC) pipeline for transmission to Ceyhan. As the article notes: “…The August Russian-Georgian military conflict highlighted the vulnerability […]

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China’s Shrewd Long-Term Oil Plan

From Money Morning, a report detailing how – in the author’s eyes -China is Beating the United States in the global oil “game.”  As the article notes: “…According to reports from Baghdad, the 22-year deal between the Iraqi government and the China National Petroleum Co. involves $55 billion, or 87% of Iraq’s current total revenue […]

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China’s Ties With Pakistan

Via Stratfor (subscription required), an interesting analysis of China and Pakistan’s recent discussions regarding greater economic cooperation and a strengthened strategic partnership.  Because the relationship now is concerned more with access to, and protection of, natural resources, Beijing is undertaking a serious reassessment of its ties with Islamabad, with an eye on Pakistani-U.S. relations.  As […]

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Brazil Surpasses Mexico

As reported by The Energy Tribune, Brazil now outshines a number of other Latin American countries in new regional petroleum reserve rankings. As the article notes: “…For the first time, Brazil has surpassed Mexico in terms of proved oil reserves, according to the country’s hydrocarbons regulator, A.N.P. Brazil boasted 12.6 billion barrels at the end […]

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Africa Today: Same as Russia and Central Europe of the 1990s?

While not an advocate of unsolicited email blasts, I did find the latest from The Global Guru to be of interest.  Focused on Africa, the article notes: “…over the past decade or so, it looks like Africa is finally getting its economic act together. Just prior to the global financial meltdown, the IMF estimated GDP […]

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WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.