India: A “Minnow” in Oil & Gas Exploration Potential
January 20th, 2008
An interesting look by The Financial Times at India’s auction of oil & gas exploration blocks on which the global majors have mostly shied away from bidding. As the article notes: “…India has a tough time attracting the big players. While the auction process itself is widely perceived as transparent, domestic companies tend to bid […]
Read more »$100 Oil: Creating a New World Order
November 10th, 2007
An interesting look by The New York Times at how the approach of triple-digit oil prices has redrawn the economic and political map of the world, causing oil-rich nations to enjoy historic gains and opportunities, while major importers — including China and India — confront rising economic and social costs. “…Managing this new order is […]
Read more »India’s Presence in the Central Asian Energy Market
October 27th, 2007
Via NewEurasia, a report that India ONGC Mittal Energy (a joint venture between oil and gas company ONGC Videsh and steel giant Mittal Investment) acquired a 30 percent stake in an exploration block of Turkmenistan’s reserves in the Caspian Sea. The Turkmen project will become the Indian joint venture’s fourth oil and gas holding, as […]
Read more »CHIMEA: A New Hub of International Commerce?
October 22nd, 2007
Martin Walker offers an interesting look at the emergence of a new hub of international commerce around the India Ocean which he has dubbed CHIMEA (China, India, the Middle East and Africa) in which Arab capital and energy — along with Indian & Chinese skills, investments and markets — are combining to present Africa with […]
Read more »IBSA a bird, it’s a plane, it’s the Race for Resources (Africa Edition)….
October 18th, 2007
Via Stratfor (subscription required), an interesting analysis of the second India-Brazil-South Africa (IBSA) summit held on Oct. 15-17, most notably IBSA’s influence in Africa and its potential role in the growing competition between India and China for Africa’s oil: “…India, Brazil and South Africa lack Western countries’ and China’s capital and investment capabilities and will […]
Read more »Iran – Pakistan – India Gas Pipeline … soon to become only the Iran – Pakistan Pipeline?
October 13th, 2007
Via an interesting report from the Bangladesh Power Development Board, analysis that the proposed Iran – Pakistan – India Gas pipeline may be stuck, as they put it, in “quick sand”. I found the paper’s discussion of how the pipeline could impact the strategic geopolitics of the regional particularly intriguing. First, some quick background: in […]
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.