Archive for 2009

The “Gas OPEC” Comes To Life

Courtesy of Stratfor (subscription required), analysis of the recent decision by eleven natural gas exporters to join together to form a cartel.  As the article notes: “…Leonid Bokhanovsky, a long-time executive at Russian energy construction firm Stroytransgaz, was selected to be the first secretary-general of the Gas Exporting Countries Forum (known colloquially as the “Gas […]

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India and Iran: Strategic Energy Initiatives

Courtesy of The Financial Express, a report on ONGC Videsh Ltd’s (OVL), the special-function arm of state-owned oil and gas producer ONGC, efforts in finding equity oil abroad especially in Iran. As the article  notes: “Iran is strategically important for us, as in a world worried over the progressive depletion of hydrocarbon reserves it is […]

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Cambodia’s First Stock Exchange Under Construction

Via The Boston Herald, news that Cambodia will soon start construction on a building to house its first stock exchange which it hopes will help draw foreign investment to the impoverished country.  As the article notes: “…A South Korean firm, World City Co. Ltd., was awarded the contract to build the $6 million building in […]

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Central Asian Energy

Courtesy of Stratfor (subscription required and recommended), a terrific two-part analysis of Uzbekistan withdrew from Central Asia’s Unified Power System, a synchronized electric grid linking Kazakhstan, Uzbekistan, Kyrgyzstan and Tajikistan. The move is part of a series of disputes between Central Asia’s five countries. The region’s geography and distribution of resources is likely to make […]

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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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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.