Archive for 2009

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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Caspian Pipeline Consortium: Moving Towards Russian Control

Via Stratfor (subscription required), a report that Russia is on the cusp of acquiring BP’s stake in the Caspian Pipeline Consortium pipeline, which would give Moscow majority ownership of a vital energy asset.  As the article notes: “…Vagit Alekperov, president of Russian oil firm LUKoil, is in Kazakhstan until May 1, meeting with officials from […]

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A New Era in Caspian Pipeline Politics?

Courtesy of The Oil And The Glory, an interesting analysis of the new era of pipeline politics which has emerged in the Caspian region in the past months.  As the article notes: “…For the last decade and a half, the main theater for U.S.-Russian fireworks has been pipeline politics. Washington won the first battle with […]

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Russia’s Squeeze on Turkmen Oil: Reverberations in Iran

Via Stratfor (subscription required), interesting analysis of the impact that a recent dispute between Russia & Turkmenistan (which resulted in Russia having an even firmer grip on Turkmenistan’s energy supplies) had upon Iran’s geopolitical power in the region.  As the article notes: “…Turkmenistan was reminded recently who calls the shots in Central Asia when Russia, […]

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Turkmenistan’s Relationship With Russia

Via Stratfor (subscription required), analysis of the political relationship between the isolated and energy-rich Central Asian country of Turkmenistan and Russia, which is growing increasingly tense these days.  As the report notes: “…Turkmenistan and Russia exchange approximately 50 billion cubic meters (bcm) of natural gas annually. However, when a natural gas pipeline running from Turkmenistan […]

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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.