Archive for the ‘Russia’ Category

A New North-South Iranian Pipeline?

According to today’s WSJ, Iran is planning to construct a new north-south oil pipeline in a bid to raise the volume of crude oil swap capacity with its northern neighbors from 150,000 barrels a day to around 1 million barrels a day. The plan, which is intended to display Iran’s energy capabilities in the region, […]

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Azerbaijan’s Contract(s) of the Century

Enjoyed this interesting analysis of the Caspian pipeline wars. We have discussed the Trans-Caspian Pipline Project in earlier posts but, in this report, John C. K. Daly takes a close look at Azerbaijan’s future promise and potential perils related to the development of its oil and natural gas resources. Was particularly interested in some of […]

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An OPEC for Natural Gas: Born in South America?

As noted in Xinhua earlier this month, Bolivia, Argentina and Venezuela signed an accord to create the Organization of Gas Producing and Exporting Countries of South America (Opegasur), which is aimed at consolidating their energy alliance. “…The three presidents inked the commitment memorandum for the exploration and exploitation of fossil fuels in the Bolivian provinces […]

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Gazprom reconsiders “going it alone” in Shtokman…

Interesting change of pace by Gazprom: first, allowing foreign participation in the project; and second, the possibility of including an LNG plant in the project which could supply the U.S.  Seems likely they have concluded they’re going to need additional capital and expertise to develop this find.  Gazprom close to Shtokman gas field deal Gazprom […]

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Should the West Pursue the New Trans Caspian Energy Project?

Enjoyed Vasili Rukhadze’s interesting thoughts on a very strategic issue. You can read his entire article here at Neweurasia.net but, based on his analysis and my own experience in Kazahkstan in the late ’90s, believe his conclusions are very much on the mark: Pursuing the Trans Caspian Energy Project is well worth the investment. A […]

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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.