Africa and the Middle East: FT’s Next Investing “Hot Spot”
December 30th, 2007
Today’s Financial Times points out the increased interest in North African and Middle Eastern stock markets, with several well-known funds aiming to invest up to US$1 billion in the region. While we have been following these markets for some time now, the reports anoints the markets as the “next investing hot spot.” As the article […]
Read more »Dubai: Iran’s Hong Kong
December 30th, 2007
An interesting article in Terra Daily recently, comparing Dubai’s current & cultural associations with Iran to that which Hong Kong historically played for China (before the mainland opened up).  As the article notes, Dubai “…is to Iran’s theocracy what British-ruled Hong Kong was to China’s Communist overlords — a gigantic entrepot.” Given the similarity, […]
Read more »Kyrgyzstan’s Oil
December 29th, 2007
While Kazakhstan and Turkmenistan understandably garner most of the attention related to Central Asia’s hydrocarbon reserves, New Eurasia recently offered an intriguing look at Kyrgyzstan’s potential in the sector, particularly efforts of one company – Manas Petroleum – in the Ala-Too range. While the overall quantities (relative to Kazakhstan and Turkmenistan) may be small, they […]
Read more »Iran and Latin America: An Axis of Unity
December 29th, 2007
An interesting story in The San Antonio Express-News on Iran’s recent partnership with Nicaragua and Venezuela to help finance a $350 million deep-water port on Nicaragua’s wild Caribbean shore, and then plow a connecting “dry canal” corridor of pipelines, rails and highways across the country to the populous Pacific Ocean. The dry canal scheme has […]
Read more »A Shifting Balance between Gazprom and Rosneft in Russia?
December 29th, 2007
Came across Strator’s (subscription only) interesting analysis of Gazprom’s desire to purchase at least 50 percent of Rosneft’s prized subsidiary, Tomskneft, a move indicating that Gazprom may soon attempt to equal or surpass rival Rosneft’s influence in Russian petro-circles. As discussed on this blog earlier, Gazprom’s board chairman and overall political backer, Dmitri Medvedev, has […]
Read more »Iran and Malaysia Cooperate To Develop Gas Fields
December 29th, 2007
Stratfor (subscription required) recently noted that Iran and Malaysia agreed to develop the Golshan and Ferdows natural gas fields in southern Iran. As the article indicates, the $16 billion contract is a follow up to a preliminary agreement reached in January of 2007 and also includes plans to build liquefied gas production plants. While Malaysia […]
Read more »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.