Archive for 2008

Lukoil, Cuba, and Venezuela

As adroitly analyzed in Stratfor (subscription required), Russian oil firm LUKoil’s plans to purchase a refinery in Cuba are on hold because of the difficulty of investing in crude production in Venezuela.  As the article notes: “…Russian oil firm LUKoil’s plans to expand into Cuba have been put on hold. LUKoil wanted to buy a […]

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Gazprom’s Vision

As reported by The Financial Times, Gazprom recently set out a vaulting vision of its future status as the world’s most powerful energy company.  As the article notes: “…Alexey Miller told the Financial Times that the world was undergoing “a great surge in oil and gas prices . . . which will end with prices at a radically new […]

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Modern Day Silk Road

As reported by New Eurasia.net, a new Silk Road seems to be in the offing.  The article notes: “…[World Bank President] Bob Zoellick used his three-day trip to Kazakhstan to announce a $2.5 billion infrastructure project together with Prime Minister Massimov. A trade corridor linking China and Europe by road has long been in the […]

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Russia’s Gas Market

Via The Financial Times, an interesting look the future of the Russian gas market as the long-awaited natural gas price liberalization slowly begins to take hold in that country.  As the article notes: “…With energy prices riding high you might expect investors would be lining up to invest in a fund that bets on Russia’s […]

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Iran

Via Arabian Business, an interesting look at Iran’s petroleum and shipping sectors.  As the article notes: “…According to most independent analysis, Iran has proven oil reserves of around 136 billion barrels, with 40 production sites – 27 of which are onshore and 13 offshore. In 2006 Iran produced 3.8 million bbl/d of crude oil, equal […]

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China, Africa, and Oil

Via The Washington Post, a detailed look at how China – intent on getting the resources needed to sustain its rapid growth – is taking its quest to lock down sources of oil and other necessary raw materials across the globe. As the article notes: “…China has turned to Africa, an oil-producing source whose risks […]

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ABOUT
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.