Archive for May, 2009

The Great Game On The Sea: The Race for The Indian Ocean

Via Africa Asia Confidential, a report on the emerging race between the U.S., India, and China to control the Indian Ocean.  As the article notes: “…India defines the stakes clearly in its 2007 Maritime Military Strategy paper: ‘Whosoever controls the Indian Ocean, dominates Asia. In the 21st century, the destiny of the world will be […]

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The “Dragon-Jaguar” Alliance

Via Stratfor (subscription required), interesting analysis of the emerging China/Brazil partnership and how, while mutually beneficial & reinforcing at present, it may not evolve as extensively in years ahead due to security & political differences.  As the article notes: Chinese President Hu Jintao and Brazilian President Luiz Inacio Lula da Silva oversaw the signing of […]

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Blue Stream 2: Maybe Not a Pipe Dream…

Via Stratfor (subscription required), interesting analysis of the latest natural gas project proposals signed by Europe, Turkey and Russia in recent weeks. As the article notes, while most of the proposed projects likely are little more than pipe dreams, the Blue Stream agreement between Russia and Turkey is by far the most politically and logistically […]

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Chinese Spur Of East Siberian-Pacific Ocean Pipeline Launched

Via Energy Daily, a report that China began work Monday on an oil pipeline to connect its northeastern border with crude-rich Russia.  As the article notes: “…China’s Vice Premier Wang Qishan launched the project, which will link the Siberian border town of Mohe with refineries in China’s Daqing city over 900 kilometres (558 miles) away, […]

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As PDVSA Declines So Does Venezuela’s Influence

Courtesy of The New York Times, adroit analysis of the rise – and fall – of Venezuela’s petroleum-funded influence in South/Central America, and the more recent ascendancy of China & Brazil in the region.  As the article notes: “…President Hugo Chávez’s push to extend his sway in Latin America is waning amid low oil prices […]

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Gas Pains: Gazprom’s Deteriorating Relationship With Turkmenistan

Via Energy Daily, analysis of Gazprom’s fraying relationship with one of its largest suppliers – Turkmenistan.  As the article notes: “…its policies have alienated one of its largest suppliers, Turkmenistan, and if Gazprom’s management does not dramatically alter its policies, then it could lose access to the 42 billion to 45 billion cubic meters of […]

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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.