Archive for the ‘Russia’ Category

Big Oil: Merging Into the Future?

Having recently examined the possibility of the first Supermajor from the developing world being established (via a link between Angola and Petrobras), we must not forget that Big Oil still exists (even in a marginalized sense).  Steve LeVine offers some very interesting thoughts as to what Big Oil may do in light of the rise […]

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Gazprom’s African Gas Grab

From The Financial Times, a report that Gazprom is offering to invest in Nigeria’s energy infrastructure in return for the chance to develop some of the biggest gas deposits in the worlds, a move that will undoubtedly heighten concerns among western governments over its increasingly powerful grip on gas supplies to Europe.  As the article […]

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Uzbekistan and A Russian Energy Battle: Part of Lukoil’s Capital Flight Plan?

Via Stratfor (subscription required), a highly interesting analysis of Uzbekistan’s status as a large natural gas producer that is locked into Russia’s interests, even though it has many potential export options beyond its large neighbor. As the article notes: “…Uzbekistan, an often-ignored energy source in the heart of Central Asia, ranks among the world’s top […]

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Russia’s Energy Secret and The Chinese Threat

A very interesting article in Newsweek, which details that – despite its aggressive energy-related dealings – Russia can barely meet its own demand.  While reading this report, I can’t help but think of the Cold War years in which Russia (and other states for that matter) aggressively portrayed & projected its strength internationally, while the […]

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Serbia: Russia’s Strategic European Petroleum Beachhead?

Via a report by UPI, Russia has offered Serbia $1.5 billion for control of its oil industry and additional deals related to a gas pipeline and a gas underground storage. The deal would give Russia full control of Serbia’s gas and oil markets. I find this of interest in that it would give Russia a […]

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Gazprom’s Interest in Bolivia

The Financial Times recently reported that Gazprom is considering a $2bn gas investment in production capacity in Bolivia which has vast gas reserves, second only to Venezuela in Latin America. As the article notes: “…An official from the Bolivian hydrocarbons ministry confirmed the Gazprom deal with YPFB (Yacimientos Petrolíferos Fiscales Bolivianos), the Bolivian state energy […]

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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.