A Knot of Pipeline Projects/Proposals: The Caspian Conundrum
June 13th, 2008
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 […]
Read more »Booming Markets: Pakistan, Peru, and Chile
June 13th, 2008
As recently reported by The Wall Street Journal, Pakistan and some other frontier markets are among the worlds’ best performing stock markets thus far this year. As the article notes: “…if you were one of the legions of Wall Street Kool-Aid drinking emerging-markets speculators who bought into the promise of BRICs–Brazil, Russia, India and China–you […]
Read more »Azeri Aim To Become Gas Transit Route
June 13th, 2008
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 […]
Read more »Central Asia’s Great (Oil and Gas) Game
June 13th, 2008
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 […]
Read more »The Future of Petronas: Pemex or Petrobras?
June 13th, 2008
As reported by Stratfor (subscription required), Malaysia’s energy giant Petronas could go broke within a decade if the government takes all of its profits under a new tax scheme, the company’s president and chief executive Tan Sri Hassan Marican recently said. Although Petronas would not be the first Asian energy major to bow under soaring […]
Read more »Private Equity Funds Turn Toward Cambodia
June 10th, 2008
Via The Wall Street Journal, an interesting look at how, as Vietnam’s overheated economy teeters on the brink of crisis, its neighbor Cambodia is being labeled the next frontier market for private equity. As the article notes: “…While finding suitable targets in Cambodia may be difficult enough, private-equity buyers are also certain to face challenges […]
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.