Russia Agrees Significant Silk Road Projects With China
July 23rd, 2017
Courtesy of Russia Briefing, a report on a number of agreements signed by Russia and China related to OBOR activities: As predicted, a significant array of economic cooperation agreements were signed between Russia and China during President Xi Jinping’s recent visit to Moscow. The deals include the creation of the new US$10 billion China-Russia RMB Investment Cooperation Fund, which provides access […]
Read more »Russia Lacks Infrastructure to Take Part in China’s Silk Road
November 25th, 2016
Via Window on Eurasia, a report on Russia’s infrastructure limitations to participate in China’s Silk Road project and Azerbaijan, Georgia, Turkmenistan, Turkey and Afghanistan’s efforts to create the Lazurian corridor,” a new railroad and canal transit network “connecting Central and South Asia with the Caspian, Black Sea and Mediterranean basins: Moscow has complained about and done […]
Read more »The Brics Are Dead… Long Live The Ticks
January 28th, 2016
Courtesy of the Financial Times, a report on the decline of Brazil and Russia from an emerging market fund perspective: The Brics are dead. Long live the Ticks. The Brics concept, based on the belief that the quartet of Brazil, Russia and India and China would power an unstoppable wave of emerging markets-led economic growth, […]
Read more »Russian Energy Giants: A Rough Road Ahead
October 16th, 2015
Courtesy of STRATFOR (subscription required), interesting commentary on Rosneft and Gazprom: Forecast Rosneft will face difficulty as Moscow prioritizes the government’s financial and political needs over those of the oil firm. Gazprom’s piped natural gas export monopoly will eventually end, spurring competition between the Russian energy firms for customers at home and abroad. Russian President […]
Read more »Turkmenistan: Potential To Alter the Russia-West Standoff
June 25th, 2015
Via STRATFOR (subscription required), interesting analysis of Turkmenistan’s potential role in altering the Russia-West standoff: On Thursday, Russian Energy Minister Alexander Novak expressed interest in potentially increasing Russia’s natural gas imports from Turkmenistan. The same day, the Kazakh parliament ratified an agreement on the delineation of the Caspian Sea boundaries between Kazakhstan and Turkmenistan. While […]
Read more »Sinopec’s $1.2bn deal With Lukoil: China Moves Deeper Into Central Asia
April 15th, 2014
Courtesy of the Financial Times, a report on Sinopec’s recent acquisition of Lukoil assets in Kazakhstan: Lukoil has agreed to sell its stake in several oil projects in Kazakhstan to Sinopec for $1.2bn, in the latest of a string of Chinese investments in the country’s energy sector. The Russian company – the country’s largest private-sector […]
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.