Russian Energy Giants: A Rough Road Ahead
October 16th, 2015
Courtesy of STRATFOR (subscription required), interesting commentary on Rosneft and Gazprom: Forecast Rosneft will face difficulty as Moscow prioritizes the government’s financial and political needs over those of the oil firm. Gazprom’s piped natural gas export monopoly will eventually end, spurring competition between the Russian energy firms for customers at home and abroad. Russian President […]
Read more »Vladimir Putin: The New Global Shah Of Oil
October 29th, 2012
Via Forbes, an interesting article on the impact of Rosneft’s planned purchase of TNK-BP: Exxon Mobil is no longer the world’s number-one oil producer. As of last week, that title belongs to Putin Oil Corp – oh, whoops. I mean the title belongs to Rosneft, Russia’s state-controlled oil company. Rosneft is buying TNK-BP, which is […]
Read more »Consolidation In Russia’s Energy Sector?
March 2nd, 2010
Courtesy of STRATFOR (subscription required and recommended), a report on the possibility that Russia will implement another round of consolidations in its energy sector to improve efficiently and competitition. As the article notes: “…STRATFOR sources in Moscow report that Russia is preparing for another round of consolidations in its energy sector, like those in 2005 […]
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 »Original Seven Sisters: Old & Struggling
August 10th, 2008
From Newsweek, a timely reminder of the struggles facing the original Seven Sisters and the rise of the new oil majors. As the article notes: “…The escalating [BP] dispute is emblematic of the problems facing Big Oil—shrinking access, falling profit margins, underinvestment in equipment and technology and a business model that’s increasingly questioned. Major Western […]
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.