Archive for September, 2009

A Closer Look At The Next Eleven (N11)

While we do not endorse Nicholas Vardy’s Global Guru service, we did find a recent newsletter interesting due to its focus on other emerging economies.  As the report noted: “…Investment bank Goldman Sachs compiled a list called the “Next 11” (N11) back in 2005 — countries it thinks can rival the BRICs in terms of […]

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China’s Thirst For Oil Takes Them To Venezuela

Via Energy Daily, a report that Venezuelan President Hugo Chavez recently announced a 16-billion-dollar deal with China to drill for oil in the resource-rich Orinoco basin.  As the article notes: “…a deal was signed in Beijing for the Orinoco basin. It sets out a Chinese investment of 16 billion dollars over the next three years,” […]

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Pipeline Politics Define China’s Relationship With Myanmar

Via Global Geopolitics, another look at the “pipeline politics” of the growing petro-partnership between China and Myanmar.  As the report notes: “…If military-ruled Burma needed a stark symbol of China’s growing dominance in the country, then it would be poised to get one soon. The Asian giant is about to start building two pipelines – […]

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Reshaping The Caspian Bloc?

Via The Asia Times, a report on a recent meeting of Caspian states that could foreshadow the emergence of a new regional economic grouping.  As the article notes: “…On September 11-13, the presidents of Russia, Kazakhstan, Turkmenistan and Azerbaijan will meet in the Kazakh city of Aktau, on the shores of the Caspian Sea. The […]

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No Concessions On Brazil’s Oil PSA Plan

Via The Financial Times, a report that Brazil is staying firm on its controversial decision to switch from the current concessions system to production sharing agreements, or PSAs.  As the article notes: “…For us, the pre-salt is a passport,” says Dilma Rousseff, chief minister in Brazil’s government and a would-be next president. “It’s a passport […]

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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.