Rosneft, Reliance Agree Biggest Ever India-Russia Oil Supply deal
December 16th, 2024
Via Reuters, a report on a new oil supply deal between Rosneft and Reliance, the largest ever India-Russia oil supply deal: Rosneft to ship 500,000 bpd of various crude grades Biggest India-Russia energy deal ever worth $13 billion a year at current prices Pricing and volumes to be reviewed annually, sources say Agreement strengthens India-Russia […]
Read more »Guyana: Low-Carbon Model for Resource-Led Development
December 16th, 2024
Via the Atlantic Council, a report on Guyana’s low-carbon model for resource-led development: Guyana had embarked on an ambitious journey toward sustainable development long before ExxonMobil’s massive oil discoveries off its coast in 2015. In 2009, recognizing the value of its vast rainforests in the fight against climate change, Guyana launched its pioneering Low Carbon Development […]
Read more »Big Tech Will Scour the Globe in Its Search for Cheap Energy
December 16th, 2024
Via Wired, a report on the global search for inexpensive energy to power our AI-enabled future: On the southern tip of Malaysia lies the state of Johor, renowned for its beaches and mountainous jungle. But Johor has a new boom industry: data centers to power generative AI, with Microsoft committing more than $2 billion on just such a […]
Read more »Myanmar Civil War Casts Shadow over China’s CMEC Corridor
December 16th, 2024
Via Geopolitical Monitor, a look at the shadow that Myanmar’s civil war is casting over China’s CMEC Corridor: Over the past decade, China’s Belt and Road Initiative (BRI) investments in Myanmar have focused on the development of the China-Myanmar Economic Corridor (CMEC), a major infrastructure project designed to connect China’s Yunnan Province to the Indian Ocean via […]
Read more »Afghanistan’s Horse Power: What History Can Teach Today’s Petrostates
December 16th, 2024
Via Fortune, an article on how the fall of Afghanistan’s horse power is a lesson to today’s petrostates: power based on a strategic commodity is fleeting. Afghanistan’s Taliban government accepted a $10 billion investment in the country’s mines last year. The funds came from a Chinese company, part of a years-long effort by the world’s second-largest economy […]
Read more »Experts Consider US Approach to Africa’s Critical Minerals Under Trump
December 13th, 2024
Via S&P Global, a report on potential US approaches to Africa’s critical minerals under Trump: HIGHLIGHTS Trump’s commitment to strengthening global critical mineral supply chains uncertain US International Development Finance Corporation helping to fund Lobito Corridor First Trump term saw several critical minerals investment instruments established As President-elect Donald Trump prepares to return to 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.