The Nord Stream Pipe Dream
November 13th, 2008
Via Stratfor (subscription required), analysis that continued public German efforts to defend the Nord Stream pipeline project, a joint venture between Berlin and Moscow, in the face of attacks from other states and signs that even the Russians do not think the project is viable anymore may not be geared toward the pipeline as much […]
Read more »Azeri Efforts to Manage European & Russian Interests In Its Resources
November 5th, 2008
Via The International Herald Tribune, an interesting look at Azerbaijan’s efforts to play Europe and Russia off against each other during the tug-of-war over over Azerbaijan’s energy resources. As the article notes: “…Over the past two months, Russia and the United States, acting with the Europeans, have stepped up their attentions to this mostly Muslim […]
Read more »Cuba and Brazil: Cooperating on Offshore Exploration
November 2nd, 2008
As ably reported by the St. Petersburg Times, Brazilian president Inacio Lula da Silva recently signed an agreement between his country’s state oil company, Petrobras, and its Cuban counterpart, Cupet, to explore for oil in waters off Cuba’s north coast. As the article notes: “…Details on the oil agreement have not yet been made public. […]
Read more »China’s Confidence in Long Term Value of Oil: Chinese Takeover of Russian Oil
October 30th, 2008
From Robert Amsterdam’s insightful blog, an interesting analysis of recent high level agreements between China and Russia in the energy field. As the article notes “…First let’s review what China is throwing into Russia, and what they expect to receive in return. Under significant pressure to refinance company debt, state-owned oil company Rosneft has managed […]
Read more »The Thirsty Dragon: China Ponders A Pipeline Loan to Russia
October 29th, 2008
Stratfor (subscription required) provided an excellent analysis of the recent discussions between China and Russia over a potential $20 -$25 billion loan to Russian state-owned companies Transneft and Rosneft to build a connector to the Eastern Siberian Pacific Ocean pipeline and ship oil to China. As the article notes: “…China is pondering giving Russia’s state-owned […]
Read more »PetroChina: A Global Growth Strategy Not Admired at Home?
October 22nd, 2008
Via Stratfor (subscription required), an in-depth look at recent consideration by China’s state-owned energy giant PetroChina to acquire smaller foreign energy companies that have been weakened by the global financial contagion. As the article notes, while PetroChina stands to benefit from such acquisitions — as do China’s energy-craving domestic industries and markets — the company’s […]
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.