Archive for 2009

Gazprom: Impact of Falling Demand For Its Natural Gas

Via Stratfor (subscription required), interesting analysis of Gazprom and how the impact that falling demand for its natural gas supplies  has led the Kremlin to target foreign and domestic natural gas suppliers for their market shares.  As the report notes: “…Russia’s natural gas industry is continuing to suffer large setbacks, with production falling by 17 […]

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Azeri Oil Production: More Growth On Tap?

Via Energy Daily, a report on Azerbaijan’s oil production and economic progress.  As the article notes: “…Last year Azeri oil production totaled 44.5 million tons of crude, while the government’s original forecast was for 50 million tons. Speaking at a news conference in Baku on May 22, Industry and Energy Minister Natig Aliyev told journalists, […]

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Gazprom: Nearly Out of Gas?

Via New Europe, an interesting look at Gazprom.  As the article notes: “…European officials have accused Russian gas giant Gazpromof spending far too much time playing politics over gas and not enough time developing new resources. Russia, Gazprom, Vladimir Putin — I suppose it’s the same thing – have spent far too much time playing […]

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PetroChina Bids on Singapore Petroleum

Via China Knowledge, a report that PetroChina offered to purchase a 45.51% stake in Singapore Petroleum Company from Keppel Corporation for S$ 1.47 billion.   PetroChina noted that a mandatory general offer for the remaining 54.49% stake will be made if approval for the initial bid is received on or before 24 July.  Singapore Petroleum is […]

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The Great Game On The Sea: The Race for The Indian Ocean

Via Africa Asia Confidential, a report on the emerging race between the U.S., India, and China to control the Indian Ocean.  As the article notes: “…India defines the stakes clearly in its 2007 Maritime Military Strategy paper: ‘Whosoever controls the Indian Ocean, dominates Asia. In the 21st century, the destiny of the world will be […]

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The “Dragon-Jaguar” Alliance

Via Stratfor (subscription required), interesting analysis of the emerging China/Brazil partnership and how, while mutually beneficial & reinforcing at present, it may not evolve as extensively in years ahead due to security & political differences.  As the article notes: Chinese President Hu Jintao and Brazilian President Luiz Inacio Lula da Silva oversaw the signing of […]

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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.