Archive for the ‘Russia’ Category

Ukraine War Threatens Kazakh Oil Exports

Via Eurasia.net, a report on the impact that the Ukraine war will have up on Kazakhstan’s oil exports: Kazakhstan is facing economic crisis as the war in Ukraine threatens crude oil exports, which alone account for around 14 percent of GDP and 57 percent of exports. The bulk of these oil exports pass through a pipeline from […]

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Gas-Rich Azerbaijan a Russia-Ukraine War Winner

Via the Asia Times, an article on the Trans Adriatic Pipeline which carries gas from Azerbaijan to Europe but Baku can offer only limited supplies if Russia halts shipments: By any measure, Russia’s war on Ukraine will have severe consequences for the global energy system. Heavily dependent on Russian oil and gas, Europe in particular […]

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How Goldman’s BRICs Flew Then Faded in Two Decades

Courtesy of Bloomberg, a report on how the BRICs fared in the two decades since they were named: Jim O’Neill wasn’t trying to change the way investors and executives looked at the world twenty years ago. He just wanted to prove he was up to his new job. Then 44 years old and the just-named […]

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Russia’s Hydrocarbon Sector Set For Long Term Gains From China’s Energy Crunch

Via Denzin Shira, a look at how Russia’s hydrocarbon sector may benefit from China’s energy crunch: China energy’s crisis has been making global headlines these last few weeks with many Chinese regions, suffering energy deficits. Soaring demand in the aftermath of the global pandemic for energy, from the country’s giant industrial sector and higher-spending households, has […]

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Inside Sberbank’s push to become Russia’s Amazon

Courtesy of The Financial Times, a report on Sberbank’s desire to become Russia’s Amazon: For years, Sberbank thought its thousands of green-liveried branches across Russia were holding it back from becoming a global tech leader, and spoke of closing them as customers migrated online. But the branches, once relics of the time when Sberbank was […]

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Azerbaijan and The Diversification of Europe’s Natural Gas Supply

Via Foreign Policy Association, a look at the role Azerbaijan can play in the diversification of Europe’s natural gas supply: It was recently reported that the Shah Deniz consortium has commenced natural gas deliveries to Europe.  Shahmar Hajiyev, an AIR Center expert, noted, “This is very important because Azerbaijan became the first country to supply […]

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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.