Archive for 2009

Lukoil’s Prospects….

Via Fortune Magazine, an interesting article on Lukoil and its future prospects.  As the article notes “…one thing is clear about Lukoil: It’s a company that mirrors Russia right now. Back in the summer it looked as though it was on top of the world. In less than 20 years after a clever young bureaucrat […]

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Re-Energizing Nabucco

Via Stratfor (subscription required), an analysis of the recent summit in Hungary for officials from countries interested in, or part of, the Nabucco natural gas pipeline project including Austria, Azerbaijan, Bulgaria, Egypt, Georgia, Germany, Iraq, Romania and Turkey. As the article notes: “…Nabucco is a planned 2,000 mile pipeline between Turkey and Austria to transport […]

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Noor and Far: Kuwaiti Investment In Gazprom

Via The New York Times, a report that Kuwaiti investment firm Noor Financial Investment Co. will join with the Russian oil and gas giant’s Gazprom Geofizika subsidiary to form one venture in Russia and another in Kuwait.  As the article notes: “…Both joint ventures will provide oil and gas production, repair and maintenance services. …Gazprom […]

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Russia and Iran: Emphasize “North-South” Routes vs. “East-West”

Via Windows on Eurasia, an analysis of the renewed interest in the development of three major north-south routes that would link Russia with Iran — via the Caspian Sea, via a railroad through Azerbaijan, and via pipelines from Kazakhstan and Turkmenistan — a route that it is only half as long as the traditional sea […]

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China Invests in Liberia’s Mines

Via Terra Daily, a report that Liberia signed Thursday a 2.6 billion dollar agreement with Chinese conglomerate China Union to develop its main iron ore mine, the biggest ever investment in the West African nation. As the article notes “…President Ellen Johnson Sirleaf signed a mineral development agreement with officials from the Chinese mining company […]

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Peru: Delaying Its Planned Oil Change

Via The Associated Press, a report that low oil prices are forcing Peru’s government to reevaluate $2 billion it planned to invest in an oil refinery and new pipelines in the Amazon jungle. As the article notes “…Suspending the pipeline project could put Peru’s ambitions to become a net oil exporter on hold. The upgrades […]

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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.