Iran: Refining its Decision to Import Oil Products
November 7th, 2007
As noted in a recent Stratfor report (subscription required), Iran’s national oil company announced plans to build eight new oil refineries with the ultimate goal of becoming a net exporter of refined oil products. “….The world’s fourth-largest exporter of crude oil, Iran ironically depends on the world market for 40 percent of its gasoline due […]
Read more »The New Seven Sisters: Sending Big Oil the Way of the Dinosaurs?
November 2nd, 2007
An interesting post from Oil and Glory noting an evolutionary shift in the oil business that will see the growing marginalization – and probable absolute shrinkage – of Big Oil over the next decade and beyond, in favor of the New Seven Sisters. The main reason, according to the article, is that the oil majors: […]
Read more »Turkmen – Afghan – Pakistan Pipe Dreams / Turkmenistan’s Export Dilemma
October 20th, 2007
In a recent analysis, John Daly illuminated the enormous challenges surrounding the long-discussed Turkmen-Afghan – Pakistan pipeline scheme through which those nations could gain access to the Caspian’s vast hydrocarbon reserves, particularly the greatest undeveloped prize in the Caspian: Turkmenistan’s immense natural gas reserves, estimated to be at 29 tcf, the fifth-largest of the world’s […]
Read more »An Axis of Oil: Iran & Syria in Gas Deal
October 17th, 2007
From today’s Energy Daily, some further information regarding a $1 billion deal to pipe natural gas to Syria from Iran. According to the report: “…Iran plans to export about 100 billion cubic feet of natural gas to Syria every year, according to Iranian state-run media. The deal would require the gas to be transported through […]
Read more »The French Connection: Increasing Threats to the Development of Iran LNG’s Industry
October 13th, 2007
Energy Daily recently reported on the impact that potential new European and U.N. sanctions may have upon Iran’s efforts to develop its liquefied natural gas potential in the massive South Pars fields, noting in particular that “…France’s recent turn to harsher rhetoric toward Tehran may signal a tipping point in Iran’s oil and gas exploration […]
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.