Finding Green In Brazil
May 4th, 2010
Courtesy of Mark Mobius, a look at Brazil, not only from an investment perspective but also that of the environment. As the article notes: “…We started investing in Brazil in the early 1990s when inflation was running at as high as 5,000%. On a visit to Rio de Janeiro, I remember telling my Brazilian friends […]
Read more »Brazil’s Major Rivers: The Torrential Flow of The Amazon And Of Foreign Capital
February 2nd, 2010
Courtesy of Riches Among The Ruins, an interesting look at Brazilian capital flows. As the article notes: “…Brazil now has two major rivers; the Amazon, which flows out through the northern rainforest, and the even more torrential flow of foreign capital. In an effort to stem the flood, which is driving the value of the […]
Read more »PDVSA’s Joint Venture With Petrobras: A Sign of Brazil’s Increasing Influence
November 4th, 2009
Via Stratfor (subscription required), an interesting look at a new partnership between Petroleos de Venezuela (PDVSA) and Petroleo Brasileiro SA (Petrobras) to establish a joint-venture company to build and operate the Abreu e Lima refinery in northeastern Brazil’s Pernambuco state. As the article notes: “…Under the agreement, Petrobras will own a 60 percent stake in […]
Read more »Oil Nationalism in Latin America
September 23rd, 2009
Courtesy of Foreign Policy In Focus, an interesting report on oil nationalism in Latin America. As the article notes: “…Latin America is endowed with 132 billion barrels of “proven” oil. Venezuela, Brazil, Mexico, and Ecuador have significant reserves and strong state involvement in the exploration and production of oil through their nationalized companies Petróleos de […]
Read more »No Concessions On Brazil’s Oil PSA Plan
September 8th, 2009
Via The Financial Times, a report that Brazil is staying firm on its controversial decision to switch from the current concessions system to production sharing agreements, or PSAs. As the article notes: “…For us, the pre-salt is a passport,” says Dilma Rousseff, chief minister in Brazil’s government and a would-be next president. “It’s a passport […]
Read more »New Sister Secrets: In Depth Analysis of Pemex, PDVSA, and Petrobras
August 18th, 2009
Via The Oil & Gas Journal, an in-depth comparison of Mexico’s Petroleos Mexicanos (Pemex), Venezuela’s Petroleos de Venezuela SA (PDVSA), and Brazil’s Petroleo Brasileiro SA (Petrobras), the most talked-about and likely the most influential National Oil Companies (NOCs) in the Western Hemisphere and three of the New Seven Sisters. As the article notes: “…Pemex and […]
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.