Archive for 2008

Tajikistan Attempts To Grow Its Gas Industry

Via Energy Daily, an interesting look at Tajikistan’s efforts to grow its gas industry.  As the article notes, while the former Soviet republics ringing the Caspian — Azerbaijan, Kazakhstan and Turkmenistan — have been the object of intense struggle between Moscow and Washington since the collapse of communism in 1991 in their new energy “Great […]

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Go, Go, GOPEC…

Via The Financial Times, a report on the recent meeting of gas exporting countries during which ministers meeting in Moscow transformed what had been an occasional talking shop into a formal body with a permanent secretariat.  While, for now, Russia is probably right that “GOPEC” cannot control output and prices, (unlike oil, natural gas relies […]

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China Energy Companies: Go East (and North, South, and West) Young Man!

Via Stratfor (subscription required), a report that China National Petroleum Corp. (CNPC) and other Chinese energy companies are actively hunting for new investments in foreign oil and natural gas projects.  As the article notes: “…The combination of a global credit shortage and low oil prices has left many energy firms around the world in dire […]

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LUKoil’s Iberian Ambitions

Via Stratfor (subscription required), an update on Lukoil’s dalliance’s with Repsol YPF. As we have discussed previously, LUKoil, Russia’s largest privately-owned oil firm, is considering forming a partnership with Spanish energy company Repsol YPF. As the article notes: “…Spain’s Repsol YPF, a privately owned energy company with major assets in Latin America, and LUKoil, Russia’s […]

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Calling Pyongyang … Orascom Eyes Cell Phone Venture in North Korea

Via The Financial Times, news that Orascom is looking at setting up a mobile phone venture in North Korea.  As the article notes “…Setting up a mobile phone service in North Korea – an authoritarian state that has banned mobiles – may sound like a misguided venture but Egypt’s Orascom reckons it can defy conventional […]

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A Future Middle East of Failed States?

Via The Asia Times, a highly pessimistic look at the economies of the largest Muslim countries, namely Iran, Pakistan, and Turkey.  While I do not wholly agree with the thesis of the piece, I felt it useful to present The Times’ views.  As the article notes: “…Iran’s President Mahmud Ahmadinejad controls Iran through a kleptocracy […]

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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.