Archive for May, 2010

First Africa, Now The Middle East: Beijing’s Drive To Establish Links With Oil Rich States

Courtesy of Terra Daily, a report that China is negotiating with the Persian Gulf state of Qatar to sell an additional 10 million tons of liquefied natural gas a year, on top of the 5 million it already buys.  As the article notes: “…This is part of Beijing’s drive to establish strategic energy links with […]

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Iran – Pakistan – India Pipeline: New Discussions

Via Energy Daily, an update on the long discussed Iran – India – Pakistan pipeline.  As the article notes: As Iran braces for a new round of U.N. sanctions over its contentious nuclear program, Pakistan has called on longtime rival India to sign on to a planned $7.6 billion natural gas pipeline from the Islamic […]

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China Invests In Bangladesh

Courtesy of The Financial Times, a look at the increasingly close relationship between China and Bangladesh: “…At Hambantota, a remote fishing town on Sri Lanka’s south coast, Chinese engineers are digging a channel through the region’s pristine beaches, connecting the Indian Ocean with a vast inland pit, whose soaring concrete walls dwarf the earth-moving equipment […]

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Russia and Turkey: A Grand Energy Bargain?

Courtesy of STRATFOR (subscription required), an interesting analysis of what appears to be a grand energy bargain has been made among Russia, Turkey and Azerbaijan. The deal will allow Russia a stronger foothold in Turkey’s energy sector, give Turkey the opportunity to mend relations with Baku and secure a crucial source for natural gas to […]

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Russia’s Push to Take Naftogaz … and Ukraine

Courtesy of STRATFOR (subscription required), an interesting report on Russia’s efforts to take Naftogaz — and possibly more of Ukraine from an economic & political influence perspective.  As the analysis notes: “…Ukrainian Prime Minister Nikolai Azarov on Wednesday acknowledged that his newly elected pro-Russian government was seriously considering Moscow’s proposal to merge its state-run behemoth […]

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Finding Green In Brazil

Courtesy of Mark Mobius, a look at Brazil, not only from an investment perspective but also that of the environment.  As the article notes: “…We started investing in Brazil in the early 1990s when inflation was running at as high as 5,000%. On a visit to Rio de Janeiro, I remember telling my Brazilian friends […]

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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.