Archive for June, 2008

Genghis Putin – Russia, Mongolia, and Eurasia

The Wall Street Journal recently had a very interesting Op-Ed analysis of how resurgent Russia – steadily expanding its influence in Eurasia – may become a strategic challenge to the U.S. in one of the world’s most resource-rich regions. As the piece notes: “…Russia’s main target of late is Mongolia, one of Asia’s most vibrant […]

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Iran

Via Arabian Business, an interesting look at Iran’s petroleum and shipping sectors.  As the article notes: “…According to most independent analysis, Iran has proven oil reserves of around 136 billion barrels, with 40 production sites – 27 of which are onshore and 13 offshore. In 2006 Iran produced 3.8 million bbl/d of crude oil, equal […]

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China, Africa, and Oil

Via The Washington Post, a detailed look at how China – intent on getting the resources needed to sustain its rapid growth – is taking its quest to lock down sources of oil and other necessary raw materials across the globe. As the article notes: “…China has turned to Africa, an oil-producing source whose risks […]

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Gazprom’s Growth Plans

Via The Energy Daily, a report that Russian energy giant Gazprom intends to invest between 8 and 10 trillion rubles ($338-422 billion) in a range of projects between 2009 and 2020. “…According to our forecasts, investment will be between eight and ten trillion rubles by 2020, and annual investment is estimated at some 700 billion […]

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Azerbaijan-Russia-Iran Railway Corridor

From Today.az, news that the construction of the Kazvin-Resht-Astara railroad is scheduled for completion in 2012.  As the article notes: “…the Azerbaijan-Russia-Iran meeting of the work groups, engaged in the implementation of the international North-South transport corridor finished in Baku yesterday. At the session the Iranian side informed about work conducted in the construction of […]

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Taking Stock in Kazakhstan

A recent report by Business News Europe examines the growth of the Kazakhstan Stock Exchange (KASE) – the most developed in Central Asia – and the uphill struggle it now faces over Kazakhstan’s highly attractive pipeline of IPOs due to intense competition from foreign exchanges.  As the article notes: “…Kazakhstan’s largest companies typically choose to […]

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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.