Shift In Central Asia?
April 17th, 2009
Via Stratfor (subscription required), interesting analysis of the shifting dynamics in Central Asia as the global financial crisis and declining energy prices have shifted Central Asian regional leader Kazakhstan to an inward focus, and offered Uzbekistan an opportunity to reassert its historic role as regional leader. As the article notes: “…Central Asia had remained stagnant […]
Read more »Baku Looks East: Who Lost Azerbaijan?
April 13th, 2009
Via Energy Daily, an intriguing analysis of a recent agreement beween Russia and Azerbaijan that may be the harbinger of a dramatic shift in Baku’s Western-leaning policy. As the article notes: “…On March 27, officials from Gazprom and the State Oil Co. of Azerbaijan Republic signed a memorandum of understanding providing that discussions between the […]
Read more »China To Lend $10B To Kazakhstan In Return For Oil Stake
April 12th, 2009
Via Bloomberg, a report that China, the world’s second-biggest energy consumer, may agree next week on lending $10 billion to Kazakhstan in return for the right to take a stake in an oil producer in the Central Asian country. As the article notes: “…China National Petroleum Corp. plans to buy a minority holding in AO […]
Read more »Venezuela Seeks Japanese Support for PDVSA
April 10th, 2009
Via Robert Amsterdam, an interesting look at Venezuela’s continuing efforts to reach out to global firms to help finance its oil sector. As the article notes, the most recent initiative involved Japan: “…Hugo Chavez and Japan’s Prime Minister Taro Aso today agreed to cooperate on oil and gas developments in the Latin American nation, according […]
Read more »Iran’s Mysteries
April 10th, 2009
Via Gregor.us, an interesting examination of Iran’s recent announcements of new oil discoveries. As the article notes: “…People are usually shocked to learn Iran imports 50% of its gasoline. This effectively destroys a good portion of their export earnings from oil. Obviously, therefore, it would make sense for Iran to expand its domestic refining capacity. […]
Read more »Mongolia: Another Saudi Arabia?
April 10th, 2009
According to Marc Faber, the publisher of the Gloom, Boom & Doom report, said Mongolia is “torn between two lovers – China and Russia,” and is a country with huge potential. As he notes: “The country is incredibly resource rich, another Saudi Arabia, next to the largest population in the world”
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.