Brazil: Looking Inward On Oil
August 17th, 2009
Courtesy of The New York Times, a report on the Brazilian government’s decision to step back from more than a decade of close cooperation with foreign oil companies and more directly control the extraction itself. As the article notes: “…The move is part of a nationalistic drive to increase the country’s benefits from its natural […]
Read more »Brazil Opens Up Offshore
May 29th, 2009
Via The Financial Times, a detailed report on Brazil’s recent decision to invite iternational oil companies to bid for concessions in Brazil’s enormous “pre-salt” oil fields as early as next year. As the article notes: “…Brazil stopped selling concessions in the offshore pre-salt area, which oil industry executives say will rival the North Sea in […]
Read more »The “Dragon-Jaguar” Alliance
May 22nd, 2009
Via Stratfor (subscription required), interesting analysis of the emerging China/Brazil partnership and how, while mutually beneficial & reinforcing at present, it may not evolve as extensively in years ahead due to security & political differences. As the article notes: Chinese President Hu Jintao and Brazilian President Luiz Inacio Lula da Silva oversaw the signing of […]
Read more »As PDVSA Declines So Does Venezuela’s Influence
May 20th, 2009
Courtesy of The New York Times, adroit analysis of the rise – and fall – of Venezuela’s petroleum-funded influence in South/Central America, and the more recent ascendancy of China & Brazil in the region. As the article notes: “…President Hugo Chávez’s push to extend his sway in Latin America is waning amid low oil prices […]
Read more »China’s Crude Finance – China & Brazil Con(Tango)
February 20th, 2009
Via Stratfor (subscription required), a close look at the most recent of China’s yuan-for-resources initiatives. As the article notes: “…Jose Sergio Gabrielli, the chief executive of Brazilian state oil firm Petroleo Brasileiro SA (Petrobras), has announced a pending deal with the China Development Bank. Under the rough sketch of the deal that has been released, […]
Read more »Latin America 2009
January 2nd, 2009
Via NuWire Investor, an interesting analysis of investment & economic prospects in Latin America. As the article notes The “right” Latin America will thrive in the New Year, fueled by ts own growth—with an assist from the continued hot growth from China—while the “wrong” Latin America will get left behind. The second phase of emerging […]
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.