Argentina: China’s New Africa
July 14th, 2010
Courtesy of The Financial Times, an interesting analysis of China’s interest in – and approach towards – Argentina. As the article notes: Being a commodity-hungry emerging power with plenty of cash can be a frustrating occupation sometimes. The goods are out there, the price is right, but getting hold of the stuff (be it oil, […]
Read more »Nigerian National Petroleum Corporation’s Dry Hole
July 14th, 2010
Via The Associated Press, news that Nigeria’s state-run oil company is “insolvent” and needs $6.6 billion to cover its debts and fund future oil exploration in the West African nation. As the report notes: “State Finance Minister Remi Babalola said that the Nigerian National Petroleum Corp. asked for the funding after acknowledging its costs far […]
Read more »Frontier Markets: Front And Center
July 11th, 2010
Courtesy of The New York Times, an interesting report on the increasing popularity of frontier market investments and Nigeria in particular. As the article notes: “THREE years ago, when Joseph Rohm, manager of the T. Rowe Price Africa and Middle East fund, visited Lagos, the capital of Nigeria, he was chaperoned by guards carrying semiautomatic […]
Read more »Getting Syria-ous About Oil
July 11th, 2010
Via Bloomberg, a report that Syria’s government has offered 74,000 square-kilometers of land, or 40 percent of the country, to international oil and gas companies for exploration. According to the article: “…In addition to new exploration on the land, the ministry is seeking the restoration of old wells where production ceased in the past several […]
Read more »Axis Of Oil
July 9th, 2010
Via Forbes, an interesting report on the petroleum-based relationship between India and North Korea. As the article notes: “…North Korea has found a new tap for its petrol thirst and at the same time a surprisingly significant trading partner–India. Bilateral trade between the two countries increased from an average of barely $100 million in the […]
Read more »Failed States = Frontier Investment Opportunities?
June 23rd, 2010
Via Impact Lab, a look at the latest failed states index and possible candidates for real frontier investment opportunities: “…The 10 states that fill out the top ranks of this year’s Failed States Index — the world’s most vulnerable nations — are a sadly familiar bunch. Shattered Somalia has been the No. 1 failed state […]
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.