Archive for June, 2008

Gazprom and China: Race to Ogoniland

Via Robert Amsterdam’s excellent blog, news that Gazprom and several Chinese state-held firms are aggressively pursuing these gas field stakes left behind by Shell in Nigeria’s troubled Ogoniland- and the government of Umaru Yar’adua has indicated that it will entertain an offer from the group bringing the best infrastructure (read corporate foreign policy) package to […]

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Indian Firms Invest in Iranian Oil

India’s Economic Times recently reported that a consortium of public sector oil companies — ONGC Videsh (OVL), Indian Oil Corporation (IOC) and Oil India (OIL) —  has proposed to invest $3 billion to develop Farsi block in Iran where they have found 12.8 trillion cubic feet (tcf) of gas.  As the article notes: “…The block […]

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Into Africa … (2)

While frontier markets in Africa are not yet the new Brazil, let alone the new South Korea, there are ample reasons to be optimistic about the economic resurgence in many African countries.  As The Financial Times recently pointed out: “…The focus on high profile conflicts in Africa, such as the ongoing election in Zimbabwe and […]

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A Knot of Pipeline Projects/Proposals: The Caspian Conundrum

Via Radio Free Europe, an insightful look at the multitude of Caspian pipeline projects that leaders of the Caspian Sea littoral states — Azerbaijan, Russia, Kazakhstan, Turkmenistan, and Iran — and others such as the EU and U.S. are discussing, debating, funding, and developing. As the article notes: “…we are in the middle of a […]

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Azeri Aim To Become Gas Transit Route

As recently reported in The Financial Times, Azerbaijan – already a growing force on world oil markets – is carving a role for itself both as a natural gas exporter and as a strategic gas transit route linking the Caspian region with the west.  As the article notes: “…2007 marked a turning point in the […]

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Central Asia’s Great (Oil and Gas) Game

Via The Geotimes, an interesting look at the machinations around Central Asian hydrocarbon resources.  As the article notes: “…Today for Central Asiatic countries of the Caspian project (via Russia), there are only two alternatives for the West and the East. The Western direction is represented by the trans-Caspian gas pipeline, which passes at the bottom […]

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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.