Archive for May, 2009

Gazprom: Powering Down

Courtesy of The New York Times, interesting analysis of the impact that shrinking energy markets (and long-term, higher cost contracts) are having upon Gazprom’s profits and influence.  As the article notes: “…Throughout his eight years as president of Russia, Vladimir V. Putin pursued the strategic goal of dominating natural gas supplies to Europe and the […]

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South Stream: Still a Mere Pipe Dream?

Via Stratfor (subscription required), a detailed report on the recent agreement between Gazprom and Italy’s energy giant ENI on the development of the South Stream natural gas pipeline.  Despite this step forward, there remain – as the article notes – significant political and logistical hurdles to be overcome: “…South Stream, originally proposed by Italy and […]

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Iran: Preparation for Offshore Exploration In The Caspian

Via Energy Daily, a report that Iran – in a historic move – is now preparing to tentatively start exploring in the Caspian Sea’s coastal waters as well.  As the article notes: “…What is impressive about Iran’s intentions is the fact that its offshore equipment is indigenously produced, a result of 30 years of U.S.-led […]

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Gazprom: Hungry For Hungary?

Via The Asia Times, a fascinating look at indications that Russian energy giant Gazprom may be preparing to take over a large part of the Hungarian domestic gas distribution network via a highly opaque deal which could threaten Hungary’s energy security.  As the article notes: “…On April 28, Emfesz KFT, a major Hungarian gas distribution […]

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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.