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 »A Chinese Silk Road Comprised of Pipelines And Railroads
January 29th, 2010
Via Window On Eurasia, an interesting look at Beijing’s active program to restore the eastern part of the Silk Road and tie Central Asia closer to China. As the article notes: “…Moscow analyst Aleksandr Shustov describes both what China has been up to in this regard not only involving gas pipelines but also railways and […]
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.