Iran: An “Out” For Caspian Oil?
August 30th, 2008
Via Windows on Eurasia, an interesting look at whether Iran – given the disruption of Caspian oil flows via Georgia during the recent violence – could become the route out for Caspian oil. As the article notes: “…If the governments of the region do decide to ship some or all of their oil via Iran, […]
Read more »Will China Finally Build a Rail Link with Central Asia?
August 30th, 2008
As reported by Window on Eurasia, Chinese, Kyrgyz and Uzbek experts have reached agreement on the route of a railway line between China and Central Asia, but this project – which would transform the geopolitics of the region – still faces some serious technical and political obstacles. As the article notes: “…experts have agreed on […]
Read more »Russia’s Russia’s Energy Politics: Short Term Impact with Long Term Implications
August 30th, 2008
As analyzed by Stratfor (subscription required), the Russian threat of turning off lights or heat in Central and Eastern European capitals — especially in winter — is a powerful one. While Europe can succeed in its efforts to diversify its energy sources in the long term, Russia is sure to use its compelling energy lever […]
Read more »Will India Be Imperial in Russia’s Far North?
August 29th, 2008
Via The Financial Times, an update on India’s bid for Imperial Oil’s Russian assets that we have discussed before. As the article notes:that “…only two events could delay the final curtain [to India’s Oil and Natural Gas Corp agreed bid]. One would be a decision by the Russian authorities to block state-controlled ONGC on antitrust […]
Read more »Azerbaijan: Facing a New Energy Landscape
August 29th, 2008
Via Stratfor (subscription required), an insightful look at Azerbaijan and the new energy landscape facing it in light of Russia’s military defeat of Georgia. As the article notes: “…Russia’s military defeat of Georgia puts Azerbaijan in a difficult position. With all of its existing energy export routes now back under Russian control, Baku faces a […]
Read more »The Pipeline War?
August 12th, 2008
As noted by Robert Amsterdam in his ever insightful blog, Russia’s invasion of Georgia is mostly about seizing control of the only energy conduit threatening their monopoly of supply from Central Asia to Europe. As his blog notes and this piece from the Globe and Mail concludes: “…Georgia is a crucial transit point for oil […]
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.