Archive for the ‘Russia’ Category

Does Trump Want Putin To Get Ukraine’s $26 Trillion in Gas and Minerals?

Via The Washington Post, commentary on Kyiv’s vast gas and mineral deposits, and whether President Trump want those flowing west, or to Russia and China? Donald Trump often says that liberating Iraq without getting its oil resources was one of America’s biggest foreign policy blunders. He has a chance to avoid a similar mistake in Ukraine. Ukraine […]

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Rosneft, Reliance Agree Biggest Ever India-Russia Oil Supply deal

Via Reuters, a report on a new oil supply deal between Rosneft and Reliance, the largest ever India-Russia oil supply deal: Rosneft to ship 500,000 bpd of various crude grades Biggest India-Russia energy deal ever worth $13 billion a year at current prices Pricing and volumes to be reviewed annually, sources say Agreement strengthens India-Russia […]

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A Miami Financier Is Quietly Trying to Buy Nord Stream 2 Gas Pipeline

Via the Wall Street Journal, a report on Stephen P. Lynch, a U.S. investor who says a deal for the Russian pipeline would serve long-term U.S. interests: An American investor with a history of dealmaking in Russia has asked the U.S. government to allow him to bid on the sabotaged Nord Stream Pipeline 2 if […]

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Global Cobalt Reserves 2023

Via Mining Visuals, a look at at where the world’s cobalt reserves are located: Cobalt is a critical mineral, essential for the production of lithium-ion batteries used in electric vehicles (EVs), smartphones, and other renewable energy applications. As the world transitions to greener technologies, the demand for cobalt is projected to rise sharply. At the […]

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Russia’s Oil Fleet and the Floating Armories That Help Keep Profits Flowing

Via Bloomberg, an article on the floating armories that are helping Russia profit enormously from its oil trade despite widespread sanctions: Somewhere off the coast of Eritrea on July 20th last year, the Vernadsky Prospect — stocked with 730,000 barrels of Russian crude — started broadcasting a message: “Armed guard on board.” The 250-meter long […]

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Moscow’s African Gambit: How Russia is Challenging Western Powers on the Continent

Via Modern Diplomacy, an article examining the growing influence of Russia in Africa and its implications for global security and stability: Abstract: This article examines the growing influence of Russia in Africa and its implications for global security and stability. It traces the historical roots of Russia’s engagement with African countries, from the Cold War era […]

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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.