The Geopolitics of Oil Refining: China’s Entry into a Venezuelan-Brazilian Oil Deal
October 21st, 2011
Courtesy of STRATFOR (subscription required), a report on China’s support of a faltering deal between Venezuelan state-run oil company Petroleos de Venezuela (PDVSA) and Brazilian energy company Petroleos Brasileiros (Petrobras) over the Abreu e Lima refinery possibly as a way of tying Brazil to Venezuela, hobbling Brasilia’s ability to compete elsewhere. As the article notes: […]
Read more »Mozambique: The World’s Newest Petro-State
October 21st, 2011
Via Oil and Glory, a report that U.S. and Italian companies say they have found the natural gas equivalent of more than 4 billion barrels of oil offshore from Mozambique. As the article notes: “…The news is larger than Mozambique, as we see again that long stretches of the African continent from north to south […]
Read more »Emerging Markets – Decoupled From The Crisis?
October 20th, 2011
Via Emerging Markets Insight, a highly interesting pair of charts analyzing the results of Frontier Strategy Group’s proprietary model to test the assumption that “emerging markets are decoupled from western economies (G7)”: “…In 2008, we found that certain markets such as Nigeria and Peru were not only decoupled but provided multinationals with consistently high growth […]
Read more »Turkmenistan Slams Russian Attempt To Hinder Project To Build Gas Pipeline Supplying Europe
October 20th, 2011
Courtesy of The Washington Post, a report that energy-rich Turkmenistan lashed out recently at what it says is a Russian attempt to stymie the creation of a natural gas supply route to Europe. As the article notes: “…The Turkmen Foreign Ministry said in a statement that it supports the European Union’s plans to broker negotiations […]
Read more »Sri Lanka: South Asia’s Most Business-Friendly Country?
October 20th, 2011
Via The Wall Street Journal, a report on the business climate in South Asian countries and the estimate that Sri Lanka was South Asia’s most business-friendly country: Although India is one of the world’s fastest-growing major economies, the report reminds us that it’s not that business-friendly. The South Asian giant ranked 132 out of 183 […]
Read more »Kazakhstan’s Asia Shift
October 18th, 2011
Via The Silk Road Intelligencer, a report that Kazakhstan is leaning further towards Asia in economic matters: The key question at Kazakhstan’s annual oil and gas conferences in October – Kazenergy and Kioge – concerned the Karachaganak oilfield. Agreement between the Kazakh government and the Karachaganak Petroleum Operating (KPO) consortium is not expected before the […]
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.