South Korea Deals for Russian Gas
October 1st, 2008
Via Reuters, news that South Korea agreed on a $90 billion deal to import Siberian gas that should allow Russia to diversify away from Europe while bringing North Korea closer to its neighbour via pipeline diplomacy. As the article noted: “…South Korea’s Energy Ministry said in a statement the country wanted to import up to […]
Read more »Gazprom: A “Political Insurance” Company
September 27th, 2008
From Robert Amsterdam’s insightful blog, a very interesting analysis of the latest announcement that Gazprom is forming a new $4.5 billion joint venture in the tumultuous Andean country with Total and Yacimientos Petroliferos Fiscales Bolivianos (YPFB), the state-held entity. As the article notes: “…what is extraordinary about this major energy deal is that Gazprom is […]
Read more »Gazprom’s South American Deals
September 22nd, 2008
Via The Moscow Times, a report that Gazprom was among eight companies that signed deals to develop offshore gas fields with state-owned Petroleos de Venezuela. As the article notes: “…The deals included U.S.-based Chevron, Italy’s Eni, Portugal’s GALP Energia, Qatar Petroleum, Malaysia’s Petronas, Argentina’s Enarsa and Japanese companies Mitsui, Mitsubishi and Itochu, in a sign […]
Read more »Russia’s African Gas Pipeline
September 12th, 2008
A most interesting analysis from the blog “On Political Risk, detailing Russia’s recent steps to move closer to its goal of dominating the North African gas market, a potential alternative supplier to Europe. As the report notes: “…Gazprom signed a Memorandum of Understanding with Nigeria to develop gas and oil projects there. Gazprom is already in talks […]
Read more »Russia’s Russia’s Energy Politics: Short Term Impact with Long Term Implications
August 30th, 2008
As analyzed by Stratfor (subscription required), the Russian threat of turning off lights or heat in Central and Eastern European capitals — especially in winter — is a powerful one. While Europe can succeed in its efforts to diversify its energy sources in the long term, Russia is sure to use its compelling energy lever […]
Read more »The Pipeline War?
August 12th, 2008
As noted by Robert Amsterdam in his ever insightful blog, Russia’s invasion of Georgia is mostly about seizing control of the only energy conduit threatening their monopoly of supply from Central Asia to Europe. As his blog notes and this piece from the Globe and Mail concludes: “…Georgia is a crucial transit point for oil […]
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.