Archive for the ‘Gazprom’ Category

OAO Gazprom’s Unexpected Dow(ry)?

Via Todd Sullivan’s Value Plays, an interesting review of a recent MOU signed between Russian natural gas monopoly OAO Gazprom and Dow Chemical outlining potential cooperation on refining gas from Russia’s Yamalo-Nemets autonomous district and the possibility of creating a joint venture based on Dow’s new petrochemical facilities in Germany.  While I am not sure […]

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A Rio Find: Brazil Finds a New Hydrocarbon Deposit

Via RIA Novosti, news that a massive oil and gas deposit has been discovered in Brazil, which could make it one of the world’s leading hydrocarbon producers. “…the new field, discovered on the southwestern coast of the country, could contain between 5 and 8 billion barrels of light oil. If results of the initial research […]

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The Race for Turkmenistan’s Reserves

While Kazakhstan gets most of the press, perhaps the most interesting country in Central Asia – from a strategic hydrocarbon reserve perspective – is Turkmenistan.  As this article notes, Turkmenistan’s vast natural gas stores are spurring a scramble between Russia, China, the U.S. and Europe for access to its reserves. “…Executives from Chevron Corp., Royal […]

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Gazprom, Russia’s International Energy Leverage, and a Predetermined Gas War

An excellent overview of Gazprom via The Independent, focusing primarily on Russia’s use of Gazprom as a means of projecting political power throughout the region. While the piece, by Anne Penketh, concludes that Gazprom – due to internal inefficiency and corruption – may ultimately end up being a paper tiger, she does point out that […]

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Gazprom’s Vertical Ambitions … At Home and Abroad?

The International Herald Tribune speculated about Gazprom’s vertical ambitions in a short note today. According to the report, “….Gazprom, which is controlled by the Russian government, wants to buy a major stake in Mosenergo, Moscow’s main energy supplier. In the short term, this might not affect consumers too much. They may even benefit, if Gazprom […]

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Gazprom reconsiders “going it alone” in Shtokman…

Interesting change of pace by Gazprom: first, allowing foreign participation in the project; and second, the possibility of including an LNG plant in the project which could supply the U.S.  Seems likely they have concluded they’re going to need additional capital and expertise to develop this find.  Gazprom close to Shtokman gas field deal Gazprom […]

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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.