PetroChina Does Business As Usual With Russia
March 28th, 2024
Courtesy of Nikkei Asia, a report on the Chinese state oil group’s ongoing energy ties with Moscow: Chinese state-owned energy groups continue to buy crude oil and natural gas from Russia, executives said this week, even as Western countries impose sanctions meant to cut off Moscow’s funding for its war on Ukraine. PetroChina, the core listed […]
Read more »China and Russia Challenge US Claim to Mineral-Rich Stretches of Seabed
March 26th, 2024
Courtesy of The Financial Times, a report on international reaction to a US claim to an extended area of seabed: US claims to a swath of mineral-rich seabed are being challenged by China and Russia because Washington has failed to ratify a treaty that governs access to resources in international waters. Chinese and Russian diplomats […]
Read more »From Moscow to Mumbai: Russia Pivots South for Trade
March 12th, 2024
Courtesy of the New York Times, a look at how Russia – once dependent on Europe for trade – has been forging new routes that will allow it to skirt Western restrictions. A planned railway through Iran could be key for those ambitions. For centuries, trade with Europe was the main pillar of Russia’s economy. […]
Read more »Russia’s Rail Boosted By Demand to Move Goods To Europe After Red Sea Attacks
March 12th, 2024
Courtesy of The Financial Times, an article on how demand to move goods from Asia to Europe by rail via Russia has increased since the start of the Red Sea crisis: Demand to move goods from Asia to Europe by rail via Russia has soared since the start of the Red Sea crisis, according to […]
Read more »Russia Struggles with the Changing Gas Market
March 10th, 2024
Via Adam A. Blanco, commentary on Russia’s gas market options given the impact of the ongoing Ukraine conflict: In last week’s BWR, I discussed Russia’s political and economic relationship with Latin America. How is Russia exploiting its Latin American relationships, and are they strengthening? In this week’s BWR, I will discuss Europe and Russia’s changing natural […]
Read more »Putin’s Silk Road Around Sanctions
March 1st, 2024
Via Project Syndicate, commentary on Russia’s growing transshipment of Western goods viacountries like Armenia, Georgia, and Kyrgyzstan? For about 1,500 years, high-value goods were moved from China (and perhaps other parts of Asia) to Europe and the Middle East via the Silk Road. The precise route varied over time, but it always ran through and involved […]
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.