Sun Is Shining on Morocco, Tunisia, and Lebanon
September 19th, 2008
Interesting perspective from Portfolio Magazine, noting that Morocco, Tunisia, and Lebanon are the only countries among 70 tracked by the MSCI that have stock markets in positive territory this year. As the article notes, it is nice to know the sun is shining somewhere!
Read more »Libya
September 18th, 2008
Via The Oil Drum, an excellent analysis of Libya’s oil production and consumption patterns, plus some projections going forward. As the article notes: “…The country’s oil production has steadily increased since sanctions where lifted, now approaching 1.9 Mb/d. In the first part of September 2008, Libya received an official visit from US secretary of state […]
Read more »Iran’s Options
September 17th, 2008
Via Stratfor (subscription required), an interesting analysis on Iran’s option of “cozying up” to Moscow and using that relationship as leverage in talks with the West, or potentially considering Western offers of accommodations and an energy relationship. As the article notes “…Russia’s resurgence and subsequent confrontation with the West over the intervention in Georgia has […]
Read more »Iran & Venezuela: Building an Energy Axis in South America
September 15th, 2008
Courtesy of Reuters, news that Iran, Ecuador, and Venezuela have agreed to build a refinery and a petrochemical unit in Ecuador. As the article reports: “An agreement was signed between Iran and Ecuador on cooperation in the oil industry and showed the will of the two countries’ presidents to increase cooperation in economy and politics,” […]
Read more »Turkey: Forging An Energy Partnership with Azerbaijan & Armenia?
September 15th, 2008
Via Stratfor, an interesting look at the possibility that Turkey, Armenia, and Azerbaijan will enter into an energy relationship to counter the effects of Russia’s gains in the region after its intervention in Georgia. As the article notes: “…Stratfor sources in Azerbaijan have said that Turkey plans to forge an energy relationship with Armenia — […]
Read more »Spigot Strategy: Will Tengiz Oil Flow East Instead?
September 12th, 2008
Via BusinessWeek, an interesting analysis of Kazakhstan’s position in the overall race for Central Asia hydrocarbons, particularly the likelihood that future production from the massive Tengiz field may end up going to China vs. other export lines. As the article notes: “…getting the oil out of the landlocked country [Kazakhstan] has always been a tricky […]
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.