Russia and Turkey: A Grand Energy Bargain?
May 14th, 2010
Courtesy of STRATFOR (subscription required), an interesting analysis of what appears to be a grand energy bargain has been made among Russia, Turkey and Azerbaijan. The deal will allow Russia a stronger foothold in Turkey’s energy sector, give Turkey the opportunity to mend relations with Baku and secure a crucial source for natural gas to […]
Read more »Russia’s Push to Take Naftogaz … and Ukraine
May 7th, 2010
Courtesy of STRATFOR (subscription required), an interesting report on Russia’s efforts to take Naftogaz — and possibly more of Ukraine from an economic & political influence perspective. As the analysis notes: “…Ukrainian Prime Minister Nikolai Azarov on Wednesday acknowledged that his newly elected pro-Russian government was seriously considering Moscow’s proposal to merge its state-run behemoth […]
Read more »Gazprom’s Moment of Truth?
March 31st, 2010
Courtesy of the always informative The Oil and the Glory, an interesting look at Gazprom and the simultaneous market & political challenges it is facing. As the article note: “…Gazprom, the largest natural gas company in the world, is experiencing a moment of truth. And so, by extension, is Russia, which has relied on the […]
Read more »Turkey: Searching For Reliable Suppliers For Nabucco
March 21st, 2010
Courtesy of STRATFOR (subscription required), an interesting analysis of Turkey’s near-term energy strategy to diversify its energy supplies and become a hub between the energy-rich east and the energy-hungry west. To accomplish this, Ankara needs reliable suppliers for the Nabucco project. Azerbaijan, Iran and Iraq are potential suppliers, but Iran and Iraq are politically problematic. […]
Read more »Consolidation In Russia’s Energy Sector?
March 2nd, 2010
Courtesy of STRATFOR (subscription required and recommended), a report on the possibility that Russia will implement another round of consolidations in its energy sector to improve efficiently and competitition. As the article notes: “…STRATFOR sources in Moscow report that Russia is preparing for another round of consolidations in its energy sector, like those in 2005 […]
Read more »Northeast Asia’s Tumen Basin Initiative
February 2nd, 2010
Via Northeast Asia Matters, a detailed look at the Tumen Basin which many hope will develop into a place for economic cooperation and competition. As the report notes: “…the Greater Tumen Initiative (GTI), formerly known as Tumen River Area Development Project (TRADP), being carried out under the auspices of the United Nations Development Programme (UNDP). […]
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.