Archive for the ‘Russia’ Category

Vladimir Putin: The New Global Shah Of Oil

Via Forbes, an interesting article on the impact of Rosneft’s planned purchase of TNK-BP: Exxon Mobil is no longer the world’s number-one oil producer. As of last week, that title belongs to Putin Oil Corp – oh, whoops. I mean the title belongs to Rosneft, Russia’s state-controlled oil company. Rosneft is buying TNK-BP, which is […]

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Russian Energy In The Far East

Via STRATFOR, an interesting report on Russia’s relationship with North Korea: Russia and North Korea have reached a settlement regarding North Korea’s $11 billion debt to Russia, Russian Deputy Finance Minister Sergei Storchak said Tuesday. According to Storchak, Russia has agreed to write off 90 percent of the debt amount. The remaining $1 billion would […]

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Magnit-icent: Russia’s Sam Walton?

Via The Financial Times, an interesting look at a highly successful Russian retail leader who some compare to Sam Walton: Most businessmen would be glad to be compared to Sam Walton, the US retail visionary who founded Walmart. Not Sergei Galitsky, the billionaire chairman and chief executive of Magnit, the Russian grocery chain. He thinks […]

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Russia: Courting The East, Not The West

Via The Financial Times, an interesting article on Russia’s efforts to to woo its Asian neighbours, pouring money into Far East cities such as Vladivostok and seeking out new trade opportunities there: If imitation is the sincerest form of flattery, then for the South Korean dignitaries it was a sight to behold. On a recent […]

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Russian Evolution – Reshaping Putin’s Oil Industry

Via The Financial Times, an examination of Russia’s oil industry and its latest evolution under Putin: Russia’s oil industry has been through two great evolutions since the collapse of communism. Now it is entering its third. First, in the 1990s, former state-owned oil assets were parcelled into vertically-integrated groups and sold off at bargain prices […]

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Russia’s BRIC Power Play

Via Forbes, an interesting article on Russia’s influence on BRIC energy policy.  As the report notes: President Putin is officially back, with his swearing in scheduled for Monday, but this time he has a problem. The Russian masses have started to see through the political mist of the Kremlin; they don’t like what’s on show. […]

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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.