Archive for 2009

New Sister Secrets: In Depth Analysis of Pemex, PDVSA, and Petrobras

Via The Oil & Gas Journal, an in-depth comparison of Mexico’s Petroleos Mexicanos (Pemex), Venezuela’s Petroleos de Venezuela SA (PDVSA), and Brazil’s Petroleo Brasileiro SA (Petrobras), the most talked-about and likely the most influential National Oil Companies (NOCs) in the Western Hemisphere and three of the New Seven Sisters.  As the article notes: “…Pemex and […]

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Brazil: Looking Inward On Oil

Courtesy of The New York Times, a report on the Brazilian government’s decision to step back from more than a decade of close cooperation with foreign oil companies and more directly control the extraction itself.  As the article notes: “…The move is part of a nationalistic drive to increase the country’s benefits from its natural […]

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Turkey’s New Delight

Via Robert Amsterdam, an interesting look at Turkey’s role in the new emerging “Great Game”.  As the article notes: “…Why would Turkey sign on to a massively expensive and redundant underwater pipeline that would eliminate the transit business at the lucrative but over-trafficked Bosporus Straits?  Because when it comes to Gazprom and Eni’s South Stream, […]

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Turkey’s Political Pipelines

Via Robert Amsterdam, a slightly dated analysis of Turkey’s strategic role in the region that has regained relevance in the face of the recent agreements signed between Russia & Turkey over South Stream access routes, and continued tension between Russia & Georgia.  As the article notes: “…Turkey’s role in global affairs is defined by its […]

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Digging For Hope In Afghanistan

Courtesy of The New York Times, an interesting look at Afghanistan’s mining development and mineral potential.  As the article notes: “…Afghanistan’s mining ministry, emboldened by its first copper tender and undeterred by escalating violence, is inviting more bids in hopes the industry can eventually drive economic growth and help bring security. …Yet it also has […]

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Russia’s Turkish Delight: South Stream

Via Stratfor (subscription required), analysis of the recent Russia/Turkish agreement to allow Turkish territory to be used for the ambitious Russian-led natural gas project known as South Stream. As the article notes: “…The highly anticipated meeting was widely recognized to have energy items at the top of its agenda, so the deal to move forward […]

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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.