Medium Term Geopolitical Power of Oil: Tilting Towards Asian/Chinese Financiers
February 24th, 2009
We’ve tracked the series of long term oil deals being signed by the Chinese around the world (most recently, in Brazil & Russia) and now Steve LeVine (via Business Week) has provided an analytical piece explaining how the current underinvestment in production is going to lead to another boom cycle in prices – however this […]
Read more »A Total Experience in Yemen…
February 23rd, 2009
Via The New York Times, an interesting report on Total’s activities in Yemen. As the article notes “…Yemen is a showcase for Total, whose experience here shows how far an oil company will go these days to unearth new energy supplies. Because of the endlessly complicated interplay of geology and geopolitics, access to petroleum resources […]
Read more »China’s Long Term Strategy in Africa Defies Current Market Woes
February 23rd, 2009
Via Africa Asia Confidential, an in depth analysis of China’s growing relationship with Liberia, which is expanding into Guinea and Sierra Leone. As the article notes: “…The US$2.68 billion agreement signed by China Union’s Chief Executive Yin Fuyou and Liberian President Ellen Johnson Sirleaf on 19 January to restart iron ore production at the old […]
Read more »Iran’s Interest in Turkmen Gas
February 23rd, 2009
Via Energy Daily, a report of Iran’s increasing efforts to establish itself as a major friend to its oil- and gas-rich neighbors, despite the strength of its more dominant competitors and the international sanctions in place, specifically Turkmenistan. As the article notes: “…Since the death of Turkmenistan’s Saparmurat “Turkmenbashi” (President for Life) Niyazov in December […]
Read more »China’s Crude Finance – China & Brazil Con(Tango)
February 20th, 2009
Via Stratfor (subscription required), a close look at the most recent of China’s yuan-for-resources initiatives. As the article notes: “…Jose Sergio Gabrielli, the chief executive of Brazilian state oil firm Petroleo Brasileiro SA (Petrobras), has announced a pending deal with the China Development Bank. Under the rough sketch of the deal that has been released, […]
Read more »Gazprom’s Woes = Less Influence for Russia
February 19th, 2009
Via Stratfor (subscription required), a detailed look at Gazprom’s troubling declines in both production and export values in 2008 and even sharper falls predicted for 2009. As the article notes, less revenue for Gazprom translates into less influence for Russia and could have long-term implications for Moscow’s relationship with Europe and the United States: “…Figures […]
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.