Archive for the ‘Companies’ Category

How ENI Found an Alternative to Russian Gas in Africa

Via The Africa Report, a look at how – in the wake of the war in Ukraine – the Italian giant was forced to turn its back on Moscow. Over four years, it has turned the continent – Brazzaville to Luanda via Maputo – into its new gas stronghold: As the Russia-Ukraine war drags on, ENI has completed […]

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Crude Vision: An American Oil Empire Is A Flawed Idea

Via The Economist, a look at Donald Trump’s expansive ambitions and limited plans: JUST HOURS after America captured Nicolás Maduro, Venezuela’s dictator, on January 3rd, President Donald Trump clarified his motivation. “The oil business in Venezuela has been a bust, a total bust for a long period of time,” he said. America would “spend billions of dollars, […]

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Can Trump Make Venezuela an Oil Giant Again?

Via the Wall Street Journal, commentary on President Trump’s desire to have U.S. oil companies return to Venezuela in a big way, but the petrostate’s turbulent history suggests formidable challenges ahead: “No one was paying any attention to Venezuelan oil two weeks ago,” a longtime oilman said to me the other day, “but now everyone […]

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Crude Vision: Donald Trump’s Great Venezuelan Oil Gamble

Via The Economist, an article on the challenges facing Venezuela’s oil sector: JUST HOURS after America captured Nicolás Maduro, Venezuela’s dictator, in a nighttime raid on January 3rd, President Donald Trump clarified his motivation. “The oil business in Venezuela has been a bust, a total bust for a long period of time,” he said. “We are […]

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New Dash For Africa’s Oil and Gas

Via The Economist, an article on TotalEnergies’ and other firms’ dash for Africa’s new oil and gas: To grasp the ambition behind Africa’s new oil and gas exploration, consider three projects under way at TotalEnergies, a French supermajor. In Uganda it is building the world’s longest heated pipeline. In Namibia it hopes to drill in waters 3km […]

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A Sticky Situation: The Gulf’s Oil Giants Risk Becoming Sprawling Conglomerates

Via The Economist, a look at how the Gulf’s oil giants risk becoming sprawling conglomerates: “ARAMCO has always been far more than just an oil producer.” So said Amin Nasser, chief executive of Saudi Arabia’s petro-colossus, earlier this year. Mr Nasser has lofty ambitions for the world’s biggest oil company, which he views as “an important enabler” […]

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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.