Archive for the ‘Ukraine’ Category

Russia’s Russia’s Energy Politics: Short Term Impact with Long Term Implications

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 […]

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Turkmenistan’s Relationship with Gazprom

Via Energy Daily, an interesting look at evolving relationship between Turkmenistan and Gazprom, specifically Turkmenistan’s ability to play off Chinese and Western interest in its reserves as a way to keep Gazprom “in line”.  As the article notes: “…Eurocrats perturbed by Gazprom’s growing dominance of Europe’s natural gas market and its hardball capitalist tactics, take […]

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The New Silk (Rail)Road

An interesting article in Windows on Eurasia, analyzing how two enormous railroad projects – one going north-south between Iran, Russia and Azerbaijan, and a second backed by the West going east-west between Europe and Central Asia – may play an even larger role than oil in defining the geopolitics of Eurasia.  As the article notes: […]

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Eastern Europe’s Pipe(line) Dreams?

Noticed via an Energy Daily article, that Azerbaijan, Poland, Lithuania, Georgia and Ukraine recently signed a deal to build a $700 million pipeline to pump Azerbaijani oil to Poland and the Baltic Sea, a pipeline that could provide Eastern (and ultimately Western) Europe with an alternative to Russian oil imports. “…The new pipeline, to be […]

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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.