RosUkrEnergo: Happily Between a Rock and Hard Place
January 9th, 2009
Via Oil and Glory, some interesting commentary on the role of RosUkrEnergo in the recent dispute between Ukraine and Russia. Half-owned by Gazprom and two Ukrainian businessmen, RosUkrEnergo owns no gas, or pipelines, yet earns a flat 20% take off the top of all the gas sold by Russia to Ukraine. As the article notes: […]
Read more »Russian – Ukraine Gas Standoff: Efforts To Yield A More Russian-Friendly Ukranian Government
January 5th, 2009
Via Stratfor (subscription required), insightful analysis on how the latest round of the Russia – Ukraine gas pipeline “war” may turn out. As the article notes: “…Russian natural gas behemoth Gazprom has made Ukraine a new offer for the purchase of natural gas Jan. 4, this time raising its price from $179 per thousand cubic […]
Read more »Pipeline Politics Or Oiligarch’s At War? Russia & Ukraine’s Latest Gas Pains
January 3rd, 2009
Via The Oil Drum, some interesting background and context on the latest gas-related conflict between Russia and Ukraine. As the article notes: “…it’s worth remembering a few simple facts: The conflict started in 1992, not in 2006; Russia cannot win a gas war against Ukraine and knows it; The real underlying stakes are not about […]
Read more »Who’s Next – Emerging Markets “On The Bubble”
October 16th, 2008
As noted in The Wall Street Journal, as the shockwaves from the U.S. financial crisis ripple across the globe, the big question on many investors’ minds is: who’s next? As the article states: “…Other countries are susceptible to trouble: Wednesday, Standard & Poor’s said it was considering downgrading Hungary and Ukraine. Both countries have large […]
Read more »Ukraine’s Interest in the Arab Gas Pipeline
October 10th, 2008
Via Oil and Gas Eurasia, a report detailing Ukraine’s interest in playing a role in the completion of the Arab Gas Pipeline intended for natural gas deliveries from Egypt to Europe via Syria and Turkey. As the article notes: “…We hope to take part in the modernization of Syrian enterprises, including in the construction of […]
Read more »Russia’s Russia’s Energy Politics: Short Term Impact with Long Term Implications
August 30th, 2008
As analyzed by Stratfor (subscription required), the Russian threat of turning off lights or heat in Central and Eastern European capitals — especially in winter — is a powerful one. While Europe can succeed in its efforts to diversify its energy sources in the long term, Russia is sure to use its compelling energy lever […]
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.