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 »Delays At Kazakhstan’s Kashagan Energy Project Could Benefit Russia
April 15th, 2014
Courtesy of STRATFOR (subscription required), an analysis of how delays in Kashagan could benefit Russia: A general view on June 30, 2013, shows the Bolashak oil plant on the Kashagan offshore oil field near Atyrau in Kazakhstan. Summary Reports have surfaced in recent weeks that production at the massive Kashagan oil project in Kazakhstan may […]
Read more »Russia Courts China As An Energy Market
April 14th, 2014
Via STRATFOR (subscription required), an interesting look at Russia’s efforts to conclude a natural gas deal with China: Russia is intent on clinching the long-awaited natural gas deal with China before Russian President Vladimir Putin travels to Beijing in May, Deputy Prime Minister Arkady Dvorkovich said April 14. Dvorkovich wrapped up a visit to China […]
Read more »Russia-China Gas Deal…Maybe Later
March 2nd, 2014
Courtesy of The Financial Times, a look at the possibility of a strategic gas deal between Gazprom and the China National Petroleum Corp (CNPC): As the global market for natural gas is transformed, Russia and its national champion Gazprom have found their long-term export strategy challenged. No longer able to rely on their core European […]
Read more »Prospects for the Moscow-Busan “Iron Silk Road Express”
November 12th, 2013
Via SinoNK, a report on the new rail connection between Russia and North Korea: The DPRK’s northeast is once again the place to look for economic and political policy changes in the hermit kingdom. Since Rason Special Economic Zone’s 2009 rise in development, China has been the main investor in the borderlands. But now Russia […]
Read more »The Iron Silk Road: Reconnecting the Russia-North Korea Rail Link
September 25th, 2013
Courtesy of STRATFOR (subscription required), an interesting look at the reconnected Russia-North Korea rail link: North Korea and Russia marked the reopening of a cross-border rail link connecting Russia’s Khasan with North Korea’s Rason port development zone. The rail reconnection, agreed upon more than a decade ago, will initially be used by Russia to transport […]
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.