Author Archive

Gas Pains: Gazprom’s Deteriorating Relationship With Turkmenistan

Via Energy Daily, analysis of Gazprom’s fraying relationship with one of its largest suppliers – Turkmenistan.  As the article notes: “…its policies have alienated one of its largest suppliers, Turkmenistan, and if Gazprom’s management does not dramatically alter its policies, then it could lose access to the 42 billion to 45 billion cubic meters of […]

Read more »



Gazprom: Powering Down

Courtesy of The New York Times, interesting analysis of the impact that shrinking energy markets (and long-term, higher cost contracts) are having upon Gazprom’s profits and influence.  As the article notes: “…Throughout his eight years as president of Russia, Vladimir V. Putin pursued the strategic goal of dominating natural gas supplies to Europe and the […]

Read more »



South Stream: Still a Mere Pipe Dream?

Via Stratfor (subscription required), a detailed report on the recent agreement between Gazprom and Italy’s energy giant ENI on the development of the South Stream natural gas pipeline.  Despite this step forward, there remain – as the article notes – significant political and logistical hurdles to be overcome: “…South Stream, originally proposed by Italy and […]

Read more »



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 […]

Read more »



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 […]

Read more »



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 […]

Read more »


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.