Archive for August, 2009

Independence Day For Brazilian Oil

Via The  Wall Street Journal, a report on Brazil’s new rules to protect the country’s expected oil windfall.  As the article notes, the big question is whether the long-awaited shift really strengthens Brazil and state-owned Petrobras, or whether it backfires by scaring off investment by international oil companies: “…The new rules, in the works for […]

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Libya’s Oil Boom: Drying Up

Via The Wall Street Journal, a report on the waning interest in – and potential of – Libya’s petroleum sector.  As the article notes: “…The release of the Lockerbie bomber triggered speculation that British energy companies trying to access Libya’s oil wealth could soon hit a bonanza. But in reality, Big Oil is already there, […]

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China’s Growing Partnership With Myanmar

Courtesy of a recent New York Times’ op-ed and a Financial Times report, we have a chance to peek into Myanmar’s economic position in Asia & China’s increasing involvement in such.  As the articles note: “…According to the nonprofit group EarthRights International, at least 26 Chinese multinational corporations are now involved in more than 62 […]

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Genghis (Khan) Choose: Russia or China?

Via Stratfor (subscription required), an interesting analysis of Mongolia’s regional status and the ongoing struggle between Russia and China to lure the resource-rich country closer into a closer relationship.  As the article notes: “…Russia and Mongolia signed several agreements on Aug. 25 covering rail links and development, joint exploration and exploitation of Mongolian uranium deposits, […]

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Pipeline Politics

Courtesy of Foreign Policy, a detailed report on the pipeline politics that dominate EU, Russian, and even global relations over a gas war acutely similar to the scramble for resources that divided Eurasia in the 19th century.  As the article notes: “…When Joschka Fischer’s lucrative new job as the “political communications advisor” to a consortium […]

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China & India: The ‘Siege’ of Africa

Via Forbes India, a report on the “siege” of Africa by China and India.  As the article notes, the two countries have adopted two different strategies to engage Africa: one is trying to impress with state-sponsored might, giving away goodies and walking away with plum deals; the other is primarily sending private citizens to build […]

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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.