Archive for July, 2007

The Iran-Pakistan-India (IPI) Pipeline

Via RIA Novosti, news that Iran, Pakistan, and India have agreed on a formula for the price of natural gas to be pumped through a pipeline that will link the three countries. According to the report, the deal has “…removed the main obstacle to the signing of a three-way agreement on building the 2,300 km […]

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BRICs & MORE-ter …. and The Curious Case of the Missing N-11

Justin Fox offered an interesting 12 July post on the Time blog titled “Is it really BRICs, or just ICs?” in which he suggests that the use of the term BRIC may be somewhat misleading as some may interpret it to suggest that Brazil & Russia (BR) offer equally compelling arguments for global economic impact […]

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Gazprom reconsiders “going it alone” in Shtokman…

Interesting change of pace by Gazprom: first, allowing foreign participation in the project; and second, the possibility of including an LNG plant in the project which could supply the U.S.  Seems likely they have concluded they’re going to need additional capital and expertise to develop this find.  Gazprom close to Shtokman gas field deal Gazprom […]

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Kazakhstan … Not Only Oil & Gas, But Uranium As Well

Noticed yet another example of Kazakhstan – in this case, Kazatomprom – extending its influence in the world’s natural resource markets. Given its immense potential as a natural resource supplier, I’m sure Kazakhstan will continue to see a lot of strategic interest from its regional neighbors (China, Russia, etc.) as well as other forward-thinking nations […]

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Should the West Pursue the New Trans Caspian Energy Project?

Enjoyed Vasili Rukhadze’s interesting thoughts on a very strategic issue. You can read his entire article here at Neweurasia.net but, based on his analysis and my own experience in Kazahkstan in the late ’90s, believe his conclusions are very much on the mark: Pursuing the Trans Caspian Energy Project is well worth the investment. A […]

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Behind the Name…

Why did I name this blog: Wildcats and Black Sheep? Wildcats draws it origin from wildcatting (in the petroleum / natural resource sense) and also has an implicit reference to the Asian “tiger” economies that have – for so long – been defined as successful models of economic development. Clearly, some of the resource-based emerging […]

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ABOUT
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.