Archive for the ‘Russia’ Category

Gazprom and China: Race to Ogoniland

Via Robert Amsterdam’s excellent blog, news that Gazprom and several Chinese state-held firms are aggressively pursuing these gas field stakes left behind by Shell in Nigeria’s troubled Ogoniland- and the government of Umaru Yar’adua has indicated that it will entertain an offer from the group bringing the best infrastructure (read corporate foreign policy) package to […]

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A Knot of Pipeline Projects/Proposals: The Caspian Conundrum

Via Radio Free Europe, an insightful look at the multitude of Caspian pipeline projects that leaders of the Caspian Sea littoral states — Azerbaijan, Russia, Kazakhstan, Turkmenistan, and Iran — and others such as the EU and U.S. are discussing, debating, funding, and developing. As the article notes: “…we are in the middle of a […]

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Central Asia’s Great (Oil and Gas) Game

Via The Geotimes, an interesting look at the machinations around Central Asian hydrocarbon resources.  As the article notes: “…Today for Central Asiatic countries of the Caspian project (via Russia), there are only two alternatives for the West and the East. The Western direction is represented by the trans-Caspian gas pipeline, which passes at the bottom […]

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Resource Nationalism and The New Seven Sisters

A very interesting Reuters article on how resource nationalism — countries nationalizing and controlling their domestic oil industries — is changing the way global oil markets respond to higher prices. After all, when you can revenue acceleration from a finite resource without increasing supply, why bother pumping more?  As the report notes: “…Resource nationalism in […]

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A Knot of Pipeline Projects/Proposals: The Caspian Conundrum

Via Radio Free Europe, an insightful look at the multitude of Caspian pipeline projects that leaders of the Caspian Sea littoral states — Azerbaijan, Russia, Kazakhstan, Turkmenistan, and Iran — and others such as the EU and U.S. are discussing, debating, funding, and developing.  As the article notes: “…we are in the middle of a […]

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India and Central Asia

As recently presented by the Foreign Policy Association, India has recently increased its diplomatic and strategic movements in Central Asia. Given that we examined China’s interest in Central Asia in a previous post, we wanted to offer this analysis of India’s growing interests as well: …India has many reasons to desire greater influence in Central […]

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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.