Archive for October, 2010

A Tiger On The Prowl: India Invests In Africa

Via Bloomberg, a report that Indian entrepreneurs and investors are actively investing in Africa.  As the article notes: “…Indian billionaire Ravi Ruia flew to Africa every month for the past 18 months, buying coal mines in Mozambique, half an oil refinery in Kenya and a call center in South Africa for his Essar Group. This […]

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Looking For New Frontiers

Courtesy of Mark Mobius’ blog, an interesting commentary on frontier markets and the need to clarify some misperceptions of such investment opportunities: “…Going back to the concept of frontier markets – be it investing or entering a new field, I believe that the better one appreciates the inherent risks in the ventures, the better one […]

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“Small Oil” Ascends

Via Foreign Policy, an interesting report on the rise of “small oil”, upstart companies such as PetroVietnam and Ghana National Petroleum Company.  As the article notes: “…Chevron is drilling again in the Gulf of Mexico, and the rest of Big Oil won’t be far behind now that the Obama administration has cleared the way, the […]

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A Pan Asian Railroad Linking Singapore and China: One Stop Closer

Via Fast Company, a report on developments related to a rail link from Singapore to Southwest China.  As the article notes: “…Plans for a pan-Asian railroad have been in the works for decades, but today marked the first step toward linking a massive railway line from Singapore to Southwest China and beyond. It’s called the […]

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Turkmenistan and Russia: New Pipeline Politics?

Courtesy of STRATFOR (subscription required), an interesting analysis of Turkmenistan’s new natural gas pipeline that will take natural gas supplies from deposits in the Karakum Desert and connect with the Central Asia-Center pipeline system for export to Russia.  As the article notes, this small pipeline will add little capacity to its natural gas exports to […]

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Solving Europe’s Gas Problem

Courtesy of The Economist, a report on how technological change and new pipelines are improving Europe’s energy security.  As the article notes: FOR years, the idea that Europe might get gas from the Caucasus and beyond, breaking Russia’s monopoly on east-west pipelines, seemed fanciful. Not any more. The leading contender, the Nabucco pipeline, backed by […]

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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.