Archive for the ‘Iran’ Category

A Knot of Pipeline Projects/Proposals: The Caspian Conundrum

Via Radio Free Europe, an insightful look at the multitude of Caspian pipeline projects that leaders of the Caspian Sea littoral states — Azerbaijan, Russia, Kazakhstan, Turkmenistan, and Iran — and others such as the EU and U.S. are discussing, debating, funding, and developing.  As the article notes: “…we are in the middle of a […]

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Iran as a Counter Balance to Gazprom’s Energy Power

Robert Amsterdam (one of our favorite blogger analysts) recently offered interesting insight into the geopolitical importance of Iran in terms of EU energy security vis-à-vis Gazprom’s dominant position, and why Iran can be considered as a Gazprom monopoly “killer”.  As the article notes, this may have impacted Russia’s actions during the major powers’ recent meeting […]

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Gazprom, Libya, and Possibility of a Gas OPEC

Via Robert Amsterdam, a very insightful look into recent activities by Gazprom, Libya, and possibility of a Gas OPEC.  While some analysts have been skeptical about a possible gas cartel given the regional markets aspect of natural gas (which means that prices on the spot market could never be manipulated by production quotas as they […]

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The New Silk (Rail)Road

An interesting article in Windows on Eurasia, analyzing how two enormous railroad projects – one going north-south between Iran, Russia and Azerbaijan, and a second backed by the West going east-west between Europe and Central Asia – may play an even larger role than oil in defining the geopolitics of Eurasia.  As the article notes: […]

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Iran Continues to Support Idea of Gas Cartel

Via Upstream Online, a report that Iran has stated that it believes an Opec-style cartel for natural gas producers could help cut production and costs and benefit customers.  According to the article: “…Iran supports setting up a body that would guarantee the rights of both consumers and producers,” vice minister at the Oil Ministry Ali […]

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Iran and Gazprom

From Al Alam, news that Iran and Gazprom have agreed upon the terms on developing “two or three” blocks of the South Pars field in the Persian Gulf, a deal that further highlights Moscow’s deepening trade and commercial ties with Tehran.  In fact, as noted in the article, there may be more oil sector cooperation […]

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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.