Archive for 2008

Russia-ing North: A Plan To Develop Arctic Oil Reserves

From The Star.com, news that the Kremlin will handpick companies to develop the vast oil reserves believed to be located in the Russian Arctic.  As the article notes:  “…Medvedev outlined priorities for developing some of Russia’s richest and most challenging oil deposits.  The government will take the unusual step of selecting companies to develop the […]

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Gulf Continues to Accelerate

Via Arabian Business.com, an interesting article detailing the biggest share gainers in the Gulf during the first half of 2008.  According to the report: “…Four of the world’s top ten performing stock exchanges are in the Gulf. Oman’s main stock index has gained 29.4 percent since the beginning of the year as Kuwait advanced 21.3 […]

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Geopolitics of Iran

Via Stratfor (subscription required), an excellent analysis of Iran.  As the piece notes: “…Iran is the 17th largest country in world. It measures 1,684,000 square kilometers. That means that its territory is larger than the combined territories of France, Germany, the Netherlands, Belgium, Spain and Portugal — Western Europe. Iran is the 16th most populous […]

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Mobius: Look at Turkey, Russia, and Poland

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 […]

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China’s (Six Lane) Drive to Become a Leader in African Oil Extraction

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 […]

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Gazprom: Aiming To Be A Natural Gas Cartel On Its Own?

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 […]

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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.