Fishing For Investment Returns In The Caspian
November 19th, 2008
Via The Silk Road Intelligencer, an interesting look at The Sturgeon Fund, launched in December 2006, to target the “Turkestan” region, comprising Central Asia and the Caucasus. As the article notes: “…The fund gives exposure to markets that on the one hand are not explored by mainstream funds, and on the other that, with the […]
Read more »Proposed Impact of Gazprom Price Increases on Europe
November 19th, 2008
Via Stratfor (subscription required), an interesting report that certain European states have told Russian natural gas giant Gazprom that if the firm raises natural gas prices at the beginning of 2009, they will not be able to pay the bill. As the article notes: Europe gets roughly a quarter of its natural gas supplies from […]
Read more »Russia & Georgia: Energy Negotiations
November 19th, 2008
Via Stratfor (subscription required), a report that Russia and Georgia — whose relationship is still shattered after the war between them in August — are to start energy negotiations in mid-December. As the article notes: “…Georgia currently relies on Russian natural gas to fulfill approximately 60 percent of its domestic demand, with neighboring Azerbaijan fulfilling […]
Read more »The Nord Stream Pipe Dream
November 13th, 2008
Via Stratfor (subscription required), analysis that continued public German efforts to defend the Nord Stream pipeline project, a joint venture between Berlin and Moscow, in the face of attacks from other states and signs that even the Russians do not think the project is viable anymore may not be geared toward the pipeline as much […]
Read more »Russia & Iran: Making Do With Less
November 12th, 2008
Via Stratfor (subscription required), an interesting analysis of the impact that falling oil prices could have upon both Russia’s and Iran’s domestic expenditures on social and economic programs. At the article notes “…Russian Finance Minister Alexei Kudrin announced Nov. 12 that the government was revising down its oil-price forecast for future budgeting decisions. Specifically, the […]
Read more »Russia & Vietnam Energy Cooperation
November 12th, 2008
Via Energy Daily, a report on a recent agreement between Russia and Vietnam on further cooperation on geological exploration and hydrocarbon production by their Vietsovpetro joint venture. As the article notes, the agreement prolongs the activity of the Vietsovpetro joint venture between Russia’s Zarubezhneft and Petrovietnam after 2010, and some analysts speculate that – beginning […]
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.