Archive for the ‘Libya’ Category

Complexities of Future Energy Investment in Libya

Courtesy of STRATFOR (subscription required), some very interesting analysis of what Libya’s upcoming elections may mean for international investors: Libya’s citizens will head to the polls July 7 in the first national elections since the October 2011 ousting of former leader Moammar Gadhafi. The upcoming election will select a prime minister, Cabinet and a constituent authority that […]

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A Libyan View On National Oil Companies

Via McKinsey Quarterly, an in-depth interview with Dr. Shokri Ghanem, chairman of Libya’s National Oil Corporation, about the future of energy pricing, the operation of national oil companies, and their changing relationship with the international oil majors: “…Since the day in 1968 when Dr. Shokri Ghanem took a post at Libya’s Ministry of Petroleum, he […]

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North Africa

Via his blog, here are Mark Mobius’ interesting thoughts on North Africa’s investment potential: “…most international sanctions against the country [Libya] were lifted in 2004, and in 2006, the U.S. removed Libya from its state-sponsored terrorism list on which Libya had stayed for 27 years. Since then, Libya has attracted a wave of interest from […]

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Italy, Russia: Together In Tripoli

Via Robert Amsterdam’s fine blog, an interesting analysis of Italy’s ENI’s efforts to penetrate the Libyan market in partnership with Gazprom.  As the article notes: A few days ago, the CEO of the Italian energy group Eni told everybody he felt calm and “serene” with regard to Gazprom’s decision to cut off all gas flowing […]

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Sandstorm Arising? Doubt Over Libya’s Ability to Double Oil Output

Via Reuters, an interesting report on some doubt which is arising over Libya’s ability to achieve its goal of almost doubling output within four years.  As the article notes: “…Tripoli wants to increase output to 3 million barrels of crude oil per day by about 2012 from 1.7 million now, raising extra revenues to help […]

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Libya

Via The Oil Drum, an excellent analysis of Libya’s oil production and consumption patterns, plus some projections going forward. As the article notes: “…The country’s oil production has steadily increased since sanctions where lifted, now approaching 1.9 Mb/d. In the first part of September 2008, Libya received an official visit from US secretary of state […]

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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.