More Pipe(line) Dreams? Nabucco’s Future
December 11th, 2007
Via Energy Daily, an excellent review of the proposed Nabucco natural gas pipeline, a 2,050-mile-long, $7.3 billion project connecting the Caspian region, Middle East and Egypt via Turkey, Bulgaria, Romania, Hungary with Austria and further on with the Central and Western European gas markets. As the analysis concludes, the success of the pipeline project rests […]
Read more »China: A Bull in Iran’s Oil “Shop”
December 10th, 2007
As reported in The Financial Times, Iran signed a $2bn oil contract with Sinopec of China, sending a signal to western companies that they might miss out on potentially lucrative contracts with one of the world’s biggest energy exporters if they continued to heed US-led sanctions against Tehran. As the article notes: “…The contract to […]
Read more »Quick Flip? Oil-Rich Nations Use More Energy, Reducing Exports
December 9th, 2007
Via The New York Times, a very interesting article on how the economies of many big oil-exporting countries are growing so fast that their internal need for energy is reducing the amount they can sell abroad, adding new strains to the global oil market. This growth, if it continues, would see several of the world’s […]
Read more »Not Going Cold Turkey: Tehran and Ankara Work Together
December 3rd, 2007
An interesting article from UPI’s John Daly via Energy Daily, that points out that the Bush administration’s inattention to Turkish domestic and foreign policy concerns has produced the growing estrangement between the two nations and that Washington has nothing to offer Ankara in the energy sphere. As a necessity, Turkey has moved national energy concerns […]
Read more »Iran’s Planned Nabucco Pipeline
November 29th, 2007
From Der Spiegel, an interesting look at Iran’s desires to use its massive gas reserves and construction of its planned Nabucco pipeline to wield influence over Europe. As the article notes: “Iran is planning to leverage its massive gas reserves to increase its influence in Western Europe — by fair means or foul. If selling […]
Read more »Frontier Markets: An Index for Investment Success?
November 28th, 2007
From The Financial Times, an interesting look at the S&P Select Frontier Index which consists of 30 of the largest and most liquid companies in markets excluded from the more mainstream S&P/IFCI Emerging Markets Index, primarily from smaller emerging markets such as Bahrain, Croatia, Jordan and Vietnam, plus some from more unexpected markets, such as […]
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.