Banking on The West Bank?
November 10th, 2009
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 […]
Read more »Intrepid Investing: Zimbabwe
November 10th, 2009
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 […]
Read more »Turkmen Gas Reserves: A Riddle Wrapped In An Enigma…?
November 9th, 2009
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 […]
Read more »PDVSA’s Joint Venture With Petrobras: A Sign of Brazil’s Increasing Influence
November 4th, 2009
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 […]
Read more »China’s Global Oil Ambitions
November 4th, 2009
Courtesy of The Financial Times, an excellent look at the reach of China’s state oil companies around the globe. As the article notes: On a leafy street in Almaty, a few hundred miles from Kazakhstan’s border with China, the elegant mansion of China National Petroleum Corporation is kept under close guard. Behind its closed shutters, […]
Read more »The Myanmar Pipeline Project
November 2nd, 2009
Courtesy of The Wall Street Journal, an interesting look at how China and its neighbors are moving ahead on a multibillion-dollar oil-and-gas pipeline project that promises to greatly enhance the financial strength of Myanmar’s military regime and boost its political clout in Asia. As the article notes: “…Many details of the project remain a mystery. […]
Read more »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.