Face It, Putin: China Is Just Not That Into Your Gas Pipeline
May 22nd, 2024
Courtesy of Bloomberg, commentary on China’s waning interest in the proposed Russian-Chinese gas pipeline, dubbed Power of Siberia 2: Underneath all the bombast and saber rattling that plays out whenever President Xi Jinping and his Russian counterpart Vladimir Putin meet up, there’s always an undertone that sounds more like a plot line from a high […]
Read more »Gazprom’s Declining Fortunes Spell Trouble for Moscow
May 15th, 2024
Via Foreign Policy, an article on why Gazprom’s record loss should worry the Kremlin on several fronts: At the end of 2022, Dmitry Medvedev—Russia’s former prime minister and the current deputy chairman of its Security Council—offered his predictions for the coming year. He warned that Europeans would suffer badly from Russia’s decision to curb natural […]
Read more »Power of Siberia 2: Close Deal or Re-Route?
May 11th, 2024
Via Asia Times, a look at the geopolitics surrounding the Power of Siberia 2 as China debates how alternate Kazakhstan gas route affects Mongolia route plan: A plan to transit Russian natural gas to China via Kazakhstan has recently triggered a hot debate among Chinese pundits over the fate of the long-discussed Power of Siberia […]
Read more »Down The Pipe: Russia’s Gas Business Will Never Recover From the War In Ukraine
May 3rd, 2024
Via The Economist, an article on the long-term impact of the Ukraine conflict on Russia’s gas industry: When russia’s leaders stopped most of the country’s gas deliveries to the eu in 2022, they thought themselves smart. Prices instantly shot up, enabling Russia to earn more despite lower export volumes. Meanwhile, Europe, which bought 40% of its gas from […]
Read more »Taliban Plan Regional Logistics / Energy Trade Hub With Russian Oil In Mind
May 2nd, 2024
Via The Frontier Post, a report on the Taliban’s plans to build a regional logistics / energy trade: The Taliban has agreed with Kazakhstan and Turkmenistan to build a logistics hub in western Afghanistan aimed at making the war-torn nation a major logistics point for regional exports, including oil from Russia to South Asia, the […]
Read more »Russia Considering Creating Ports in Tanzania, Senegal, Algeria and Egypt
April 24th, 2024
Via Russia’s TASS News, a report that Russia is considering the possibility of creating ports in Tanzania, Senegal, Algeria and Egypt: Russia is considering the creation of ports to organize the flow of domestic goods with African countries, in particular in Tanzania, Senegal, Algeria and Egypt. Roman Chekushov, director of the department of international cooperation […]
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.