Archive for October, 2008

Africa: Courted By The World & A Chance to Build Itself Anew

Via The Economist, an interesting report on sub-Saharan Africa’s opportunity to build itself anew and attract needed investment & economic growth, despite the global financial chaos.  As the article notes “…all this has been accompanied by a steady drumbeat of optimism about the continent, and confidence in its prospects. Despite the litany of problems, the […]

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Cuba Claims Much Larger Offshore Oil Reserves

Via BBC, an interesting report that Cubapetroleo, the state-owned Cuban oil company, recently announced that the country may have more than 20bn barrels of oil in its offshore fields – more than double the previous estimate and an amount that would place Cuba among the top 20 oil producing nations.  As the article notes: “…Cubapetroleo’s […]

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Iran: Energy Transport Route

Courtesy of Energy Daily, an interesting look at how – in the aftermath of the August military confrontation between Georgia and Russia –former Soviet republics and rising petro-states Azerbaijan and Kazakhstan have been reassessing their export options, with Iran receiving increased attention in both Baku and Astana. As the article notes, Iran has been moving […]

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Kazakhstan Support The BTC Pipeline

Via Energy Daily, a report that oil from Kazakhstan’s Tengiz field will be delivered by tankers across the Caspian Sea to the BP-led consortium’s Sangachal Terminal on Azerbaijan’s Absheron Peninsula for pumping into the1,094-mile, $3.6 billion Baku-Tbilisi-Ceyhan (BTC) pipeline for transmission to Ceyhan. As the article notes: “…The August Russian-Georgian military conflict highlighted the vulnerability […]

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Who’s Next – Emerging Markets “On The Bubble”

As noted in The Wall Street Journal, as the shockwaves from the U.S. financial crisis ripple across the globe, the big question on many investors’ minds is: who’s next?  As the article states: “…Other countries are susceptible to trouble: Wednesday, Standard & Poor’s said it was considering downgrading Hungary and Ukraine. Both countries have large […]

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China’s Shrewd Long-Term Oil Plan

From Money Morning, a report detailing how – in the author’s eyes -China is Beating the United States in the global oil “game.”  As the article notes: “…According to reports from Baghdad, the 22-year deal between the Iraqi government and the China National Petroleum Co. involves $55 billion, or 87% of Iraq’s current total revenue […]

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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.