Archive for 2008

India’s ONGC Struggles To Keep Up

Via The Wall Street Journal, interesting analysis of India’s Oil and Natural Gas Corporation’s (ONGC) struggles to keep up with India’s fast growing economy.  As the article notes “…Oil and Natural Gas Corp. provides about a quarter of India’s oil and gas needs and its increased output is important to the nation’s growth. Yet ONGC’s […]

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Myanmar To Pipe Natural Gas to China

Via Energy Daily, a report that Myanmar has signed a deal with South Korean and Indian companies to pipe natural gas from the energy-rich nation’s offshore fields to China.  According to the article: “…The Myanma Oil and Gas Enterprise inked the deal last Wednesday with South Korean companies Daewoo and Korea Gas Corporation and Indian […]

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Caspian Energy in 2008: “The Best of Times, The Worst of Times”

Via Energy Daily, a summary of 2008 for the five petro-states ringing the Caspian.  As the article notes “…Three of these are the former Soviet republics of Russia, Azerbaijan and Kazakhstan. Iran, subject to nearly three decades of U.S.-led sanctions, has longstanding problems as a result that have stymied foreign investment there, while Turkmenistan’s fiscal […]

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Gazprom’s Financial Woes

Via The International Herald Tribune (and New York Times), an insightful report on Gazprom’s recent financial woes.  As  the article notes: “…A year ago, Gazprom, the Russian natural gas monopoly, aspired to be the largest corporation in the world. Buoyed by high oil prices and political backing from the Kremlin, it had already achieved third […]

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Russia’s Energy Deals with Serbia

Via Stratfor (subscription required), interesting analysis on the recent “political agreement” signed on Dec. 24 by Serbian President Boris Tadic and Russian President Dmitri Medvedev to construct the South Stream gas pipeline through Serbia. Additionally, as noted in the report, the Serbian delegation also signed a long-awaited agreement with Gazprom Neft while in MOscow for […]

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China’s Look East To Africa Goes South…

Via Africa-Asia Confidential, an interesting report on how the economic meltdown and spread of cholera across Zimbabwe and into South Africa has emboldened China, India, and Japan – which have been promoting the virtues of Asia’s non-intervention in African politics – to make increasingly direct criticisms of the Zimbabwe African National Union-Patriotic Front (ZANU-PF) regime.  […]

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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.