Caspian Sea Energy Reserves and Geopolitical Intrigue
January 5th, 2009
Via Seeking Alpha, an interesting post which is centered on a review of a book entitled The New Great Game. However, I am noting it here as it provides a nice summary of issues related to the Caspian (with handy maps, no less). As the article notes “…The investigative journalist delves deeply into the geopolitical […]
Read more »Pipeline Politics Or Oiligarch’s At War? Russia & Ukraine’s Latest Gas Pains
January 3rd, 2009
Via The Oil Drum, some interesting background and context on the latest gas-related conflict between Russia and Ukraine. As the article notes: “…it’s worth remembering a few simple facts: The conflict started in 1992, not in 2006; Russia cannot win a gas war against Ukraine and knows it; The real underlying stakes are not about […]
Read more »Latin America 2009
January 2nd, 2009
Via NuWire Investor, an interesting analysis of investment & economic prospects in Latin America. As the article notes The “right” Latin America will thrive in the New Year, fueled by ts own growth—with an assist from the continued hot growth from China—while the “wrong” Latin America will get left behind. The second phase of emerging […]
Read more »Unlocking All Of Africa
January 2nd, 2009
Via The Timbuktu Chronicles, a reminder that investors should consider all of Africa when looking at the continent for opportunities. As the report notes: “…All told, South Africans have plowed more than $8.5 billion into the Sub-Saharan region, the U.N. estimates, making the country the biggest investor there. Ever since South African Breweries pioneered the […]
Read more »Pipeline Politics: Uzbekistan Cuts Gas Supply To Tajikistan
January 2nd, 2009
From the Times of Central Asia, a report that Uzbekistan recently cut gas supplies to neighboring Tajikistan by 45% in a dispute over a $7 million debt. As the article notes: “…Before this weekend, Tajikistan was receiving 40,000 cubic meters of Uzbek gas per hour. As of last night, we are receiving around 22,000 cubic […]
Read more »Myanmar To Pipe Natural Gas to China
December 30th, 2008
Via Energy Daily, a report that Myanmar has signed a deal with South Korean and Indian companies to pipe natural gas from the energy-rich nation’s offshore fields to China. According to the article: “…The Myanma Oil and Gas Enterprise inked the deal last Wednesday with South Korean companies Daewoo and Korea Gas Corporation and Indian […]
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.