Gazprom Grapples With Collapse In Sales to Europe
February 21st, 2024
Courtesy of The Financial Times, a look at how Gazprom is grappling with the collapse of its sales to Europe: Vladimir Putin was effusive late last year after Gazprom reported record sales to China, telling chief executive and longtime ally Alexei Miller: “This is great, I congratulate you on the results of your work.” But the […]
Read more »The New Tripartite Pact? China, Russia, and North Korea’s New Team Is Not Built to Last
February 20th, 2024
Courtesy of Foreign Affairs, commentary on why China, Russia, and North Korea’s new alliance is not build to last: North Korea has long been a source of instability, but a new development over the past year threatens to make things even worse: the country is teaming up with Russia. At a meeting in Pyongyang last July, […]
Read more »The Final Countdown: Will Russia and Ukraine Renew Gas Transit Deal?
February 15th, 2024
Via Carnegie Endowment for International Peace, analysis of the potential for Russia and Ukraine to renew its gas transit partnership: Extending the transport of Russian gas via Ukraine after 2024 would likely benefit both Russia and Ukraine. Stopping the flow of gas, on the other hand, would be painful for whichever side initiates it. At […]
Read more »$5B Global Trade In Smuggled Fuel, Mostly From Russia
February 8th, 2024
Courtesy of Bloomberg, a report on the estimated $5 billion trade in smuggled fuel — much of it coming from Russia: On a clear morning in September 2022, the Queen Majeda, a faded blue and white tanker loaded with marine gas oil worth more than $2 million, left the Libyan port of Benghazi and set off for Porto […]
Read more »Russia’s Planned Power of Siberia 2 Gas Pipeline to China Hit by Construction Delay
February 2nd, 2024
Courtesy of The Financial Times, a report on Russia’s planned gas pipeline to China hit by construction delay Construction on the Kremlin’s long-planned mega-pipeline connecting Russia’s western gasfields with China is expected to be delayed, the prime minister of Mongolia has warned, in a blow to Moscow’s plans to secure a new market for the […]
Read more »Baku, Yerevan, and Moscow Clash Over Regional Transit
January 27th, 2024
Via Jamestown Foundation, a report on Armenian-Azerbaijani discussions over regional transit corridors: Frustrations in Baku, Yerevan, and Moscow are growing over delays in Armenian-Azerbaijani peace negotiations, as key differences remain on unblocking regional transit corridors. Azerbaijan remains committed to opening the Zangezur Corridor, while the Kremlin calls for Russian border guards to oversee administration of […]
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.