Archive for the ‘Lukoil’ Category

LUKoil’s Iberian Ambitions

Via Stratfor (subscription required), an update on Lukoil’s dalliance’s with Repsol YPF. As we have discussed previously, LUKoil, Russia’s largest privately-owned oil firm, is considering forming a partnership with Spanish energy company Repsol YPF. As the article notes: “…Spain’s Repsol YPF, a privately owned energy company with major assets in Latin America, and LUKoil, Russia’s […]

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Russia’s Russia’s Energy Politics: Short Term Impact with Long Term Implications

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 […]

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Russia Oil Companies Eye Gulf Of Mexico Exploration via Cuba

Via DowJones, a report that Russian energy companies OAO Gazprom (OGZPY) and OAO Lukoil Holdings (LUKOY) may revive Soviet-era ties to enter the oil-rich Gulf of the Mexico – through its Cuban backdoor.  As the article notes: “…Gazprom and Lukoil “are interested by” Cuban hydrocarbons acreage, the country’s Basic Industry Minister Yadira Garcia told Dow […]

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Lukoil, Cuba, and Venezuela

As adroitly analyzed in Stratfor (subscription required), Russian oil firm LUKoil’s plans to purchase a refinery in Cuba are on hold because of the difficulty of investing in crude production in Venezuela.  As the article notes: “…Russian oil firm LUKoil’s plans to expand into Cuba have been put on hold. LUKoil wanted to buy a […]

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Russia Moves On The Caspian; Back to Iraq As Well?

As neatly reported by Energy Daily,  Russia is moving swiftly to develop projects in its own self-defined sector of the Caspian Sea.  Russia’s move offshore means it is now joining post-Soviet republics Azerbaijan, Kazakhstan and Turkmenistan in developing their claimed national sectors of the Caspian, leaving only Iran – stymied by U.S. trade sanctions barring […]

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Uzbekistan and A Russian Energy Battle: Part of Lukoil’s Capital Flight Plan?

Via Stratfor (subscription required), a highly interesting analysis of Uzbekistan’s status as a large natural gas producer that is locked into Russia’s interests, even though it has many potential export options beyond its large neighbor. As the article notes: “…Uzbekistan, an often-ignored energy source in the heart of Central Asia, ranks among the world’s top […]

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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.