Archive for the ‘Russia’ Category

Genghis (Khan) Choose: Russia or China?

Via Stratfor (subscription required), an interesting analysis of Mongolia’s regional status and the ongoing struggle between Russia and China to lure the resource-rich country closer into a closer relationship.  As the article notes: “…Russia and Mongolia signed several agreements on Aug. 25 covering rail links and development, joint exploration and exploitation of Mongolian uranium deposits, […]

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Turkey’s New Delight

Via Robert Amsterdam, an interesting look at Turkey’s role in the new emerging “Great Game”.  As the article notes: “…Why would Turkey sign on to a massively expensive and redundant underwater pipeline that would eliminate the transit business at the lucrative but over-trafficked Bosporus Straits?  Because when it comes to Gazprom and Eni’s South Stream, […]

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Turkey’s Political Pipelines

Via Robert Amsterdam, a slightly dated analysis of Turkey’s strategic role in the region that has regained relevance in the face of the recent agreements signed between Russia & Turkey over South Stream access routes, and continued tension between Russia & Georgia.  As the article notes: “…Turkey’s role in global affairs is defined by its […]

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Russia’s Turkish Delight: South Stream

Via Stratfor (subscription required), analysis of the recent Russia/Turkish agreement to allow Turkish territory to be used for the ambitious Russian-led natural gas project known as South Stream. As the article notes: “…The highly anticipated meeting was widely recognized to have energy items at the top of its agenda, so the deal to move forward […]

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Gazprom Aquires Control Of Kyrgyzgaz

Via Oil and Gas Eurasia, a report that Gazprom is to buy controlling stake in Kyrgyz national gas company.  As the article notes: “…Gazprom will acquire a controlling stake in Kyrgyzstan’s national gas company, following agreement between the Russian energy giant and the Kyrgyz government, the Central Asian republic’s ambassador to Moscow said on Wednesday. […]

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Trans-Caspian Pipeline Politics

Via The Oil and Glory, an interesting look at the continued “pipeline politics” surrounding the Nabucco project and the entire trans-Caspian region.  As the article notes: “…On one hand, Turkmenistan is in the catbird seat. Exxon, Chevron, BP and ConocoPhillips are salivating over the country’s onshore natural gas fields, in particular South Yolotan-Osman, the fifth-largest […]

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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.