Eni, Meeny, Miny, Moe: Into Libya some will go…
October 16th, 2007
Noticed in today’s WSJ that Eni, the world’s sixth-largest oil company by market capitalization, announced a sweeping overhaul of its existing contracts with Libya’s National Oil Company, or NOC. According to the terms of the deal, Eni – which has been the largest foreign player in Libya for years – will be able to increase […]
Read more »Eastern Europe’s Pipe(line) Dreams?
October 14th, 2007
Noticed via an Energy Daily article, that Azerbaijan, Poland, Lithuania, Georgia and Ukraine recently signed a deal to build a $700 million pipeline to pump Azerbaijani oil to Poland and the Baltic Sea, a pipeline that could provide Eastern (and ultimately Western) Europe with an alternative to Russian oil imports. “…The new pipeline, to be […]
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 »DP World: A Port for Every Investment Storm?
October 13th, 2007
While this has been somewhat on-again, off-again over past months, the New York Times recently reported that DP World, the Dubai government port owner with holdings from Britain to China, plans to raise as much as $3.5 billion in the Middle East’s second-biggest initial share offering. While I am as yet undecided about the long-term […]
Read more »Strategic Energy Transportation Corridor: Russia, Kazakhstan, and Turkmenistan
October 13th, 2007
Interesting analysis by John C.K. Daly about some possible projects that would see Russia gain the upper hand in the race to exploit the Caspian’s vast energy reserves, lead to the end of cheap Eurasian natural gas, and dramatically undermine the impact of American sanctions on Iran. “…Kazakh President Nursultan Nazarbayev provided more details about […]
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.