Mobius: Look at Turkey, Russia, and Poland
July 18th, 2008
As reported by BBJ.hu, Turkish, Russian and Polish stocks are the most attractive in emerging Europe, in the eyes of high-profile emerging markets fund manager Mark Mobius. As the article noted: “…Turkey would be at the top, then Russia and Poland as the most attractive equity emerging markets in the region,†Mobius, executive chairman of […]
Read more »Impact of Sanctions on Iran’s Oil Industry
July 18th, 2008
As reported by The Wall Street Journal, economic sanctions are crimping Tehran’s oil industry — but they haven’t broken it. As the article notes: “…A recent U.S. congressional research report called the Iranian oil and gas sector’s vulnerability to sanctions “debatable.” Iranian officials say they have been coping. Surging oil prices have helped. The U.S. […]
Read more »China’s (Six Lane) Drive to Become a Leader in African Oil Extraction
July 18th, 2008
Per a recent Energy Daily report, Beijing continues to pursue closer business and political relations in Africa as part of its strategy to become a leader in African oil extraction. As the article notes: “…China has committed $1 billion to the creation of a six-lane highway surrounding Nigeria’s de facto oil capital, Port Harcourt, the […]
Read more »Gazprom: Aiming To Be A Natural Gas Cartel On Its Own?
July 12th, 2008
From Robert Amsterdam’s highly insightful blog, a post asking if – after the news that Russia has offered to purchase every cubic inch available of Libya’s natural gas (this follows upon a similar, less publicized offer to Azerbaijan) – it is even possible to identify any difference between Gazprom and the future natural gas OPEC […]
Read more »Gazprom Neft Seeks to Expand Overseas
July 12th, 2008
As reported by The Silk Road Intelligencer, Gazprom Neft – a subsidiary of Russian natural gas monopoly Gazprom – had initiated talks to acquire a 49 percent stake in Mangistaumunaigas (MMG), a Kazakh oil company, according to Russian media. As the article notes: “…The deal is a part of Gazprom Neft’s strategy to expand overseas […]
Read more »India Peru’sing for Oil Abroad
July 12th, 2008
From Energy Daily, a report that India’s Reliance Industries Ltd. — a leading South Asian energy firm — has signed a joint agreement with Peru’s state oil company to explore for oil and gas in the South American country. As the article notes: “…The deal … adds another developing nation to the roster of countries […]
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.