Archive for July, 2008

Gazprom: Turning Western Partners into EU Lobbyists

As reported by The International Herald Tribune, Gazprom is working to turn its Western partners into a lobbying network to try to overcome the European Union’s worries about its aggressive expansion plans.  As the article notes: “…Companies working with Gazprom in its Siberian fields may be happy to oblige, analysts say, eager to strengthen their […]

Read more »

Pemex: Mexico’s Last Resort

From Stratfor (subscription required), an excellent analysis of Mexico’s Petroleos Mexicanos (Pemex) turning to its last resort to prevent Mexico from becoming a net oil importer within a decade, namely its announcement that the company may start drilling for crude oil abroad if the government fails to ease legislation to allow foreign energy partners into […]

Read more »

Russia and Venezuela: Closer Cooperation in Oil & Gas Markets

As reported in The International Herald Tribune, President Hugo Chávez of Venezuela and President Dmitri Medvedev of Russia recently declared that their countries would more closely coordinate their actions on global oil and gas markets.  As the article notes: “…Medvedev said it was still possible that Russia could join with Venezuela and other gas-producing nations […]

Read more »

Gazprom and Russia’s Energy Imperialism

Via World Politics Review, an excellent article on Gazprom and Russia’s energy imperialism.  As the article notes: “…An ogre of a giant looms to the east of Europe, occasionally in the shape of a country, other times in the shape of a company, the two often indistinguishable. Russia and Gazprom are poised to devour the […]

Read more »

African Investment: Driven by Terrain?

Via Stratfor (subscription required), an excellent analysis of how the rugged terrain of Sub-Saharan Africa prevents industrialization and modern infrastructure from taking hold and engenders chronic political instability. As a result, the article notes, most foreign investment goes to resource extraction, especially offshore projects protected from the disruptions that are rife on land: “…Foreign direct […]

Read more »

Investing In Pakistan a Riot?

 As this recent Bloomberg article reminds us, investing in emerging “Black Sheep” markets offers a myriad of challenges: “…Pakistan investors stormed out of the Karachi Stock Exchange, smashed windows and cursed regulators after the benchmark index fell for a 15th day, the worst losing streak in at least 18 years. …Police surrounded the exchange after […]

Read more »

  |  Next Page »
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.