Caspian Energy in 2008: “The Best of Times, The Worst of Times”
December 30th, 2008
Via Energy Daily, a summary of 2008 for the five petro-states ringing the Caspian. As the article notes “…Three of these are the former Soviet republics of Russia, Azerbaijan and Kazakhstan. Iran, subject to nearly three decades of U.S.-led sanctions, has longstanding problems as a result that have stymied foreign investment there, while Turkmenistan’s fiscal […]
Read more »Fishing For Investment Returns In The Caspian
November 19th, 2008
Via The Silk Road Intelligencer, an interesting look at The Sturgeon Fund, launched in December 2006, to target the “Turkestan” region, comprising Central Asia and the Caucasus. As the article notes: “…The fund gives exposure to markets that on the one hand are not explored by mainstream funds, and on the other that, with the […]
Read more »Russia: CPC Down; Kazakhstan-China Pipeline To Go
November 6th, 2008
Via Stratfor, a detailed analysis of the implications arising from Russia increasing its share in the Caspian Pipeline Consortium (CPC) to 31 percent after buying a 7 percent stake from Oman. The Kremlin has now reached its objective in controlling a key east-west oil pipeline in Central Asia, giving Russia even greater leverage in tampering […]
Read more »Iran: Energy Transport Route
October 17th, 2008
Courtesy of Energy Daily, an interesting look at how – in the aftermath of the August military confrontation between Georgia and Russia –former Soviet republics and rising petro-states Azerbaijan and Kazakhstan have been reassessing their export options, with Iran receiving increased attention in both Baku and Astana. As the article notes, Iran has been moving […]
Read more »Kazakhstan Support The BTC Pipeline
October 17th, 2008
Via Energy Daily, a report that oil from Kazakhstan’s Tengiz field will be delivered by tankers across the Caspian Sea to the BP-led consortium’s Sangachal Terminal on Azerbaijan’s Absheron Peninsula for pumping into the1,094-mile, $3.6 billion Baku-Tbilisi-Ceyhan (BTC) pipeline for transmission to Ceyhan. As the article notes: “…The August Russian-Georgian military conflict highlighted the vulnerability […]
Read more »OPEC to CECO?
October 10th, 2008
Via Energy Daily, an interesting report that Russia is advancing a proposal that soon could result in an OPEC-like cartel being formed of Caspian riparian states. As the article notes: “…Russia’s proposal for a Caspian Economic Cooperation Organization (CECO) was floated on Oct. 3 by Russian Economic Development Minister Elvira Nabiullina at the first Intergovernmental […]
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.