Fishing For Investment Returns In The Caspian
November 19th, 2008
Via The Silk Road Intelligencer, an interesting look at The Sturgeon Fund, launched in December 2006, to target the “Turkestan” region, comprising Central Asia and the Caucasus. As the article notes: “…The fund gives exposure to markets that on the one hand are not explored by mainstream funds, and on the other that, with the […]
Read more »Russia & Georgia: Energy Negotiations
November 19th, 2008
Via Stratfor (subscription required), a report that Russia and Georgia — whose relationship is still shattered after the war between them in August — are to start energy negotiations in mid-December. As the article notes: “…Georgia currently relies on Russian natural gas to fulfill approximately 60 percent of its domestic demand, with neighboring Azerbaijan fulfilling […]
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 »Azerbaijan: Dancing Between the West and Russia
October 23rd, 2008
Via The New York Times, an interesting look at Azerbaijan, the small, oil-rich country on the Caspian Sea, which has balanced the interests of Russia (to its north) and the United States since it won its independence from the Soviet Union. But since Russia and Georgia fought a short war this summer, its path has […]
Read more »Iran: Energy Transport Route
October 17th, 2008
Courtesy of Energy Daily, an interesting look at how – in the aftermath of the August military confrontation between Georgia and Russia –former Soviet republics and rising petro-states Azerbaijan and Kazakhstan have been reassessing their export options, with Iran receiving increased attention in both Baku and Astana. As the article notes, Iran has been moving […]
Read more »Kazakhstan Support The BTC Pipeline
October 17th, 2008
Via Energy Daily, a report that oil from Kazakhstan’s Tengiz field will be delivered by tankers across the Caspian Sea to the BP-led consortium’s Sangachal Terminal on Azerbaijan’s Absheron Peninsula for pumping into the1,094-mile, $3.6 billion Baku-Tbilisi-Ceyhan (BTC) pipeline for transmission to Ceyhan. As the article notes: “…The August Russian-Georgian military conflict highlighted the vulnerability […]
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.