Archive for November, 2009

Russia’s Refined Approach To Pipeline Politics

Courtesy of The Wall Street Journal, a report on America’s reduced criticism of the Nord Stream and South Stream pipeline projects.  As the article notes: “…The U.S. has toned down its once-strident criticism of two controversial Russian-backed pipelines, a shift in rhetoric that coincides with strong progress on the high-profile projects in recent months. For […]

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Pakistan’s Energy Sector and The Great Game

Courtesy of Radio Australia, an interesting interview on Pakistan’s energy sector in light of the geopolitical “game” currently unfolding in Central Asia.  As the article reports: QADRI: Pakistan is not just a gateway to mineral resource wealth in Central Asia and the Middle East, it is itself rich in minerals and fossil fuels. According to […]

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Banking on The West Bank?

Courtesy of The Providence Journal, an article examining the potential of the West Bank as an investment opportunity.  As the report notes: “…FOR NEARLY 30 YEARS, I’ve made my living identifying golden opportunities to invest in the bonds and other debt instruments of such developing world countries as El Salvador, Nigeria, Turkey and Zambia. I’ve […]

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Intrepid Investing: Zimbabwe

Courtesy of The Telegraph, an interesting look at Zimbabwe as an opportunity for intrepid investors since the Movement for Democratic Change took over Zimbabwe’s economy earlier this year.  As the the article notes: “…Prices were doubling every 24 hours, a feat matched only by Hungary in 1946. Zimbabwe was surviving on dollar and rand remittances […]

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Turkmen Gas Reserves: A Riddle Wrapped In An Enigma…?

Via Gundogar, an article noting that questions have recently been raised about whether the gas resources of Turkmenistan are in fact as spectacularly voluminous as verified last year by the British firm, Gaffney Cline & Associates.  As the report notes: “…Gaffney Cline certified that the new South Yoloton field held between 4 trillion and 14 […]

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PDVSA’s Joint Venture With Petrobras: A Sign of Brazil’s Increasing Influence

Via Stratfor (subscription required), an interesting look at a new partnership between Petroleos de Venezuela (PDVSA) and Petroleo Brasileiro SA (Petrobras) to establish a joint-venture company to build and operate the Abreu e Lima refinery in northeastern Brazil’s Pernambuco state.  As the article notes: “…Under the agreement, Petrobras will own a 60 percent stake in […]

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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.