China’s Long Term Strategy in Africa Defies Current Market Woes
February 23rd, 2009
Via Africa Asia Confidential, an in depth analysis of China’s growing relationship with Liberia, which is expanding into Guinea and Sierra Leone. As the article notes: “…The US$2.68 billion agreement signed by China Union’s Chief Executive Yin Fuyou and Liberian President Ellen Johnson Sirleaf on 19 January to restart iron ore production at the old […]
Read more »Iran’s Interest in Turkmen Gas
February 23rd, 2009
Via Energy Daily, a report of Iran’s increasing efforts to establish itself as a major friend to its oil- and gas-rich neighbors, despite the strength of its more dominant competitors and the international sanctions in place, specifically Turkmenistan. As the article notes: “…Since the death of Turkmenistan’s Saparmurat “Turkmenbashi” (President for Life) Niyazov in December […]
Read more »China’s Crude Finance – China & Brazil Con(Tango)
February 20th, 2009
Via Stratfor (subscription required), a close look at the most recent of China’s yuan-for-resources initiatives. As the article notes: “…Jose Sergio Gabrielli, the chief executive of Brazilian state oil firm Petroleo Brasileiro SA (Petrobras), has announced a pending deal with the China Development Bank. Under the rough sketch of the deal that has been released, […]
Read more »Gazprom’s Woes = Less Influence for Russia
February 19th, 2009
Via Stratfor (subscription required), a detailed look at Gazprom’s troubling declines in both production and export values in 2008 and even sharper falls predicted for 2009. As the article notes, less revenue for Gazprom translates into less influence for Russia and could have long-term implications for Moscow’s relationship with Europe and the United States: “…Figures […]
Read more »Axis of Oil Springs A Leak…
February 18th, 2009
Via Newsweek, an interesting look at the impact that plunging oil prices have had upon what many consider to be “unfriendly” regimes such as Iran and Venezuela. As the article notes “…What a difference a half a year makes. Last summer, when oil prices hit an all-time high of $147 a barrel, so did the […]
Read more »China, Russia, and ESPO: Was This A Deal of Desperation?
February 18th, 2009
Via Stratfor (subscription required), insightful analysis of the recent deal between China and Russia that will give Russian energy firms Transneft and Rosneft loans to increase East Siberian oil field development and production and to connect the Eastern Siberia-Pacific Ocean pipeline to China. In return, China will receive about 300,000 barrels per day of oil […]
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.