Archive for the ‘Companies’ Category

Indonesia … the forgotten member of OPEC?

Given my last post and as further reminded by an article at Stockerblog.com, we should keep Indonesia in the back of our minds. I am personally less than bullish on the specific companies mentioned in the article, but I do believe that Indonesia – as a market and opportunity – is often unfairly “penalized” or […]

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CNPC’s deal with Turkmengas … really a done deal for the first non-Russian route for gas exports out of Central Asia?

Given Turkmenistan’s tendency to “revisit” agreements (especially when other potential customers such as Turkey, Pakistan, Europe, and Russia are also knocking on the door re: buying gas), it may be prudent to wait and see how this deal shakes out, but certainly another good example of China’s (via CNPC) efforts to lock up alternatives to […]

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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.