Archive for the ‘Petroleo Brasileiro’ Category

Perils of Petrobras

Courtesy of The Economist, a look at Petrobras’ efforts to get back on track: BRAZIL’S discovery of oodles of offshore oil in 2007 felt like a transformative moment. For Petrobras, the state-controlled oil company, it raised the prospect of pumping 5m barrels a day by 2020, up from around 2m—meaning a windfall for the government [...]

Read more »



Pemex/Petrobas: A Tale Of Two State Oil Companies

Courtesy of The Financial Times, a look at  Pemex and Petrobras: Shares of Petrobras fell sharply on Monday after the Brazilian state company reported a 12 per cent year-on-year decline in third-quarter net profit to $2.7bn. The next day Pemex, the Mexican state oil company, reported a $1.9bn quarterly net profit. But progress was huge: [...]

Read more »



The Geopolitics of Oil Refining: China’s Entry into a Venezuelan-Brazilian Oil Deal

Courtesy of STRATFOR (subscription required), a report on China’s support of a faltering deal between Venezuelan state-run oil company Petroleos de Venezuela (PDVSA) and Brazilian energy company Petroleos Brasileiros (Petrobras) over the Abreu e Lima refinery possibly as a way of tying Brazil to Venezuela, hobbling Brasilia’s ability to compete elsewhere.  As the article notes: [...]

Read more »



PDVSA’s Joint Venture With Petrobras: A Sign of Brazil’s Increasing Influence

Via Stratfor (subscription required), an interesting look at a new partnership between Petroleos de Venezuela (PDVSA) and Petroleo Brasileiro SA (Petrobras) to establish a joint-venture company to build and operate the Abreu e Lima refinery in northeastern Brazil’s Pernambuco state.  As the article notes: “…Under the agreement, Petrobras will own a 60 percent stake in [...]

Read more »



No Concessions On Brazil’s Oil PSA Plan

Via The Financial Times, a report that Brazil is staying firm on its controversial decision to switch from the current concessions system to production sharing agreements, or PSAs.  As the article notes: “…For us, the pre-salt is a passport,” says Dilma Rousseff, chief minister in Brazil’s government and a would-be next president. “It’s a passport [...]

Read more »



Independence Day For Brazilian Oil

Via The  Wall Street Journal, a report on Brazil’s new rules to protect the country’s expected oil windfall.  As the article notes, the big question is whether the long-awaited shift really strengthens Brazil and state-owned Petrobras, or whether it backfires by scaring off investment by international oil companies: “…The new rules, in the works for [...]

Read more »


  |  Next Page »
About This Blog
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.