Exxon: Ghana Go On An African Big Game Hunt
October 7th, 2009
Courtesy of the Wall Street Journal, news that Exxon is eyeing Ghana as a site of potential expansion. As the article notes: “…What does it take to stir Exxon into making a big deal for more oil assets? The rare combination of good geology and favorable politics—Ghana, in other words, whose oil reserves look like […]
Read more »Turkmenistan: Market Diversification
October 4th, 2009
Via Bloomberg, a report that Turkmenistan’s willingness to ship natural gas to European partners if they build a pipeline across the Caspian Sea to transport fuel westward. As the article notes: “…We’ll be happy to work with European partners, should they choose to build a pipeline to our border,” Yagshigeldy Kakaev, director of state-run gas […]
Read more »Mexico’s Oil Industry
October 4th, 2009
Courtesy of The Economist, a detailed review of the state of Mexico’s oil industry and Pemex. As the article notes: “..It is bad enough that Mexico’s economy is in deep recession, triggered by its close links to the ailing United States. To make matters worse, the country’s oil industry, its fiscal cash-cow for the past […]
Read more »Resource Nationalism And Structural Changes In The Global Oil System
October 2nd, 2009
Via Gregor.us (subscription required for complete newsletter), some detailed commentary of the structural changes in the global oil system and the new era of resource nationalism which has emerged. As the article notes: “…From Moscow’s Spring 2004 attack on Khodorkovsky and Yukos, to the late 2005 campaign initiated by MEND in the Niger Delta, these […]
Read more »Wireline Politics: Russia’s Telecom Diplomacy in Central & South America
October 2nd, 2009
Courtesy of Foreign Policy, an interesting report on Russian investment in Nicaragua and Venezuela, and some likely geopolitical quid pro quos. As the report notes: “…Nicaragua’s decision to legitimize Russia’s geopolitical adventures and recognize the independence of Abkhazia and South Ossetia was rather odd (I am still curious as to how many Nicaraguans were aware […]
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.