Archive for April, 2009

Future of Gwadar: Another Dubai…Ever?

Via The Atlantic, an interesting look at the future of Gwadar, a potential deepwater port at the extreme southwestern tip of Pakistan close to the border with Iran.  As the article notes, it is much more a part of the Middle East than of the Indian subcontinent, equipped with a highway, and oil and natural-gas […]

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Dividing The Caspian

Via Energy Daily, an interesting look at the Caspian region which – since 1991 – has emerged as the world’s leading untapped energy source over which numerous nations/interests have been vying.  However, as noted in the article below, the biggest roadblock to the full development of these hydrocarbon resources remains the fact that 18 years […]

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Turkey: A Geopolitical Pivot In Central Asia

Via The Center for Research on Globalization, interesting analysis of Turkey’s role & increased significance in the years ahead: “…If Ankara decides to collaborate more closely with Russia, Georgia’s position is precarious and Azerbaijan’s natural gas pipeline route to Europe, the so-called Nabucco Pipeline, is blocked. If it cooperates with the United States and manages to […]

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The Great Game (Over?): China’s Interest in Caspian Energy Reserves

Via The Asia Times, an interesting summary of China’s keen interest in Central Asia’s energy resources and its efforts to take advantage of the global downturn to lock in such.  As the article notes: “…may lead to a marked shift of fortune in the Great Game for control of Caspian energy reserves. On the surface, […]

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Shift In Central Asia?

Via Stratfor (subscription required), interesting analysis of the shifting dynamics in Central Asia as the global financial crisis and declining energy prices have shifted Central Asian regional leader Kazakhstan to an inward focus, and offered Uzbekistan an opportunity to reassert its historic role as regional leader.  As the article notes: “…Central Asia had remained stagnant […]

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Baku Looks East: Who Lost Azerbaijan?

Via Energy Daily, an intriguing analysis of a recent agreement beween Russia and Azerbaijan that may be the harbinger of a dramatic shift in Baku’s Western-leaning policy.  As the article notes: “…On March 27, officials from Gazprom and the State Oil Co. of Azerbaijan Republic signed a memorandum of understanding providing that discussions between the […]

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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.