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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Telecom Firms Thrive in Somalia

Courtesy of The Wall Street Journal, an interesting report on the success of telecommunications companies in Somalia, in spite of ongoing strife and violence.  As the article notes: “…Banks barely existed in this war-torn African nation a decade ago. Now, Somali residents can bank over their mobile phones. The rapid evolution of technology in Somalia—and […]

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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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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.