Archive for October, 2009

Resource Nationalism And Structural Changes In The Global Oil System
October 2nd, 2009

Via Gregor.us (subscription required for complete newsletter), some detailed commentary of the structural changes in the global oil system and the new era of resource nationalism which has emerged.  As the article notes: “…From Moscow’s Spring 2004 attack on Khodorkovsky and Yukos, to the late 2005 campaign initiated by MEND in the Niger Delta, these […]

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Wireline Politics: Russia’s Telecom Diplomacy in Central & South America
October 2nd, 2009

Courtesy of Foreign Policy, an interesting report on Russian investment in Nicaragua and Venezuela, and some likely geopolitical quid pro quos.  As the report notes: “…Nicaragua’s decision to legitimize Russia’s geopolitical adventures and recognize the independence of Abkhazia and South Ossetia was rather odd (I am still curious as to how many  Nicaraguans were aware […]

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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.

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