Archive for September, 2008

Mobius’ Emerging Opportunities

Via The Financial Times, an interesting look at which emerging markets Mark Mobius (executive chairman of Templeton Asset Management) is focusing on, in spite of the recent credit-related financial turmoil.  As the article notes, Mobius has long been at the forefront of drawing investors toward frontier markets, including Bangladesh, Botswana, Estonia and Tunisia, and now […]

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Renewed EU Support for A Trans-Saharan Pipeline

Courtesy of The Financial Times, an interesting article on the EU’s recent offers of financial and political backing to Nigeria for a €15bn ($21bn, £12bn) trans-Saharan pipeline to pump its gas directly to Europe.  As the report notes: “…Renewed European interest in the project comes against a backdrop of mounting fears that Gazprom, the Russian […]

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Gazprom: A “Political Insurance” Company

From Robert Amsterdam’s insightful blog, a very interesting analysis of the latest announcement that Gazprom is forming a new $4.5 billion joint venture in the tumultuous Andean country with Total and Yacimientos Petroliferos Fiscales Bolivianos (YPFB), the state-held entity.  As the article notes: “…what is extraordinary about this major energy deal is that Gazprom is […]

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Sinopec’s Bid for Syrian Petroleum Assets

Via The Financial Post, an interesting article on China Petrochemical Corporation’s (Sinopec) offer to pay $1.9 billion for Tanganyika Oil Co. to gain oil and natural gas operations in Syria.  As the article notes: “…The bid for Tanganyika came one month after Sinopec Group lost to India’s Oil & Natural Gas Corp. in the tussle […]

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China and Venezuela: Increased Energy Cooperation

Energy Daily recently reported that China and Venezuela signed several energy agreements that will allow the South American country to export half a million barrels of oil a day to the Asian giant from 2009. As the article notes: “…Venezuela, the fifth exporter of crude oil in the world, currently only represents 4 percent of […]

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KazMunaiGas and Shell Team Up For Kashagan Oil

According to Reuters, Kazakh state oil company KazMunaiGas will create a joint venture with Royal Dutch Shell to handle the production segment of the Kashagan oilfield.  As noted in the article: “…Energy Minister Sauat Mynbayev said KazMunaiGas would take over production-related operations at Kashagan in five years and join its new operational structure, according to […]

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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.