Gazprom: A “Political Insurance” Company
September 27th, 2008
From Robert Amsterdam’s insightful blog, a very interesting analysis of the latest announcement that Gazprom is forming a new $4.5 billion joint venture in the tumultuous Andean country with Total and Yacimientos Petroliferos Fiscales Bolivianos (YPFB), the state-held entity. As the article notes: “…what is extraordinary about this major energy deal is that Gazprom is […]
Read more »Gazprom’s South American Deals
September 22nd, 2008
Via The Moscow Times, a report that Gazprom was among eight companies that signed deals to develop offshore gas fields with state-owned Petroleos de Venezuela. As the article notes: “…The deals included U.S.-based Chevron, Italy’s Eni, Portugal’s GALP Energia, Qatar Petroleum, Malaysia’s Petronas, Argentina’s Enarsa and Japanese companies Mitsui, Mitsubishi and Itochu, in a sign […]
Read more »Turkey: Forging An Energy Partnership with Azerbaijan & Armenia?
September 15th, 2008
Via Stratfor, an interesting look at the possibility that Turkey, Armenia, and Azerbaijan will enter into an energy relationship to counter the effects of Russia’s gains in the region after its intervention in Georgia. As the article notes: “…Stratfor sources in Azerbaijan have said that Turkey plans to forge an energy relationship with Armenia — […]
Read more »Spigot Strategy: Will Tengiz Oil Flow East Instead?
September 12th, 2008
Via BusinessWeek, an interesting analysis of Kazakhstan’s position in the overall race for Central Asia hydrocarbons, particularly the likelihood that future production from the massive Tengiz field may end up going to China vs. other export lines. As the article notes: “…getting the oil out of the landlocked country [Kazakhstan] has always been a tricky […]
Read more »Russia’s African Gas Pipeline
September 12th, 2008
A most interesting analysis from the blog “On Political Risk, detailing Russia’s recent steps to move closer to its goal of dominating the North African gas market, a potential alternative supplier to Europe. As the report notes: “…Gazprom signed a Memorandum of Understanding with Nigeria to develop gas and oil projects there. Gazprom is already in talks […]
Read more »Russia Wins Latest Stage of Pipeline Wars: Geo-Economic & Geo-Political shifts In The Caucasus
September 5th, 2008
As reported by Windows on Eurasia, with Iran’s declaration that it opposes the construction of any undersea pipelines in the Caspian on “ecological grounds” and thus will block any delimitation of the seabed that allows for them and Baku’s decision not to back the West’s push NABUCCO project, Moscow can claim its first major political […]
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.