Archive for the ‘Argentina’ Category

YPF: Here Today, Gone Today

Via The Financial Times, a report on Argentina’s re-nationalization of YPF: So that’s that then. YPF is, once again, Argentina’s state oil company. According to a flurry of news reports after president Cristina Fernández de Kirchner’s TV address at noon on Monday in Buenos Aires, the federal and provincial governments of Argentina are its new […]

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YPF: Is The End Near?

Via The Financial Times, a look at how Argentina’s turmoil is affecting its largest oil company, YPF: As chess players know, the queen is the most powerful piece, able to advance a number of steps in several directions at any time. It looks like Cristina Fernández, Argentina’s president has been honing her chess skills as […]

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Don’t Cry For Me: Argentina Clobbers ‘Big Oil’

Via The Financial Times, a report on the Argentinian government’s decision to scrap an incentives plan to encourage big oil companies to produce and refine more.  As the article notes: As usual, Argentina has a ready explanation. But the timing of the government’s decision to scrap an incentives plan to encourage big oil companies to […]

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Argentina: China’s New Investment Frontier

Courtesy of The Financial Times, a report on China’s increased investment in Argentina.  As the article notes: When China’s largest oil producer looked overseas 14 years ago for places to invest, it settled on the then-untapped riches of Sudan.That investment, in 1996, kicked off a string of deals in Africa, as Chinese state-owned oil companies […]

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Argentina: China’s New Africa

Courtesy of The Financial Times, an interesting analysis of China’s interest in – and approach towards – Argentina.  As the article notes: Being a commodity-hungry emerging power with plenty of cash can be a frustrating occupation sometimes. The goods are out there, the price is right, but getting hold of the stuff (be it oil, […]

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CNOOC Finds A Willing Argentinian Bridas

Via Energy Daily, a report that China’s overseas hydrocarbon acquisition activities continue, this time in Argentina.  As the article notes: “…China’s state-owned energy giant Cnooc said Sunday it would pay 3.1 billion US dollars for a 50-percent stake in an Argentinian-owned energy company , the latest in a string of acquisitions. Cnooc said the deal, […]

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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.