21 November 2005

Irrational Gas Exuberance

This plain stupid. Victoria found some gas in Eastern Siberia (ergo no infrastructure) in a country where gas is uneconomic sold domestically and export gas is sold by Gazprom, which also controls the pipelines. Meanwhile, value trebles. Go figure.

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1 comment:

Daniel Nerezov said...

Hi Alistair,

Speaking of Gas...

The St. Petersburg Times have an interesting piece on what's termed the "Dutch Disease".

Do you think the disease is real, and how might it impact on the venture business in Russia?

For example:

"The government Web site posted a strategy paper on �measures intended to speed up growth and improve the competitiveness of the economy.� It encouraged the creation of a government-owned venture capital fund for high- tech companies."

It seems there may be a new competitor....or the money might be distributed to existing RVCA members.

Please drop me a line over at daniel[at]southerncrossventures.com

Link: http://www.sptimesrussia.com/story/16170

21 November 2005

Irrational Gas Exuberance

This plain stupid. Victoria found some gas in Eastern Siberia (ergo no infrastructure) in a country where gas is uneconomic sold domestically and export gas is sold by Gazprom, which also controls the pipelines. Meanwhile, value trebles. Go figure.

Technorati Tags: , ,

1 comment:

Daniel Nerezov said...

Hi Alistair,

Speaking of Gas...

The St. Petersburg Times have an interesting piece on what's termed the "Dutch Disease".

Do you think the disease is real, and how might it impact on the venture business in Russia?

For example:

"The government Web site posted a strategy paper on �measures intended to speed up growth and improve the competitiveness of the economy.� It encouraged the creation of a government-owned venture capital fund for high- tech companies."

It seems there may be a new competitor....or the money might be distributed to existing RVCA members.

Please drop me a line over at daniel[at]southerncrossventures.com

Link: http://www.sptimesrussia.com/story/16170