The Green Dollar

International Pacts

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Oil pipeline between China and Russia

Russia’s oil pipeline monopoly transneft- runs from Eastern Siberia to NE city of Daqing. Russia’s Gazprom: world’s largest gas producer signed framework agreement get to sort out pricing. Will be finalised by mid 2011, start supply in 2015. Also signed pacts on co-op in future energy efficiency, renewable energy, nuclear power and prevention of illegal … Continue reading

Blackrock: Profile

Blackrock is focused on companies that

1. have individual stock specific catalysts to release additional value

2. benefit the most from an improvement in the macro environment, through either higher oil prices or increased industry capital expenditure.

3. oil services

(Backdrop of oil price driven earnings revisions is a positive one, there are many company-specific factors to highlight even in flat price environemnt. Companies that are low-cost producrs and have strong resource positions, and high impact exploration programmes that are attracting value.)

For more information, contact:
Robin Batchelor, MD, portfolio manager and joint chief investment officer of blackrock's natural resources equity team, or Poppy Allanby: fund manager of Blackrock's natural resources equity team.