Archive for 2010

Something To AGRI On…

Courtesy of STRATFOR (subscription required), a report on the joint agreement between Azerbaijan, Georgia, Romania and Hungary to construct the Azerbaijan-Georgia-Romania Interconnector (AGRI), a liquefied natural gas transportation project ostensibly meant to alleviate Central Europe’s dependence on Russian energy supplies, but more likely a political project the involved countries are using to express displeasure with […]

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The Next BRIC Thing…

Courtesy of The Financial Times, an interesting article on the Next 11, nations with the potential to follow the economic growth trajectory of the BRICs.  As the report notes: “…To many, civets are best known for the unusual, but essential, role they play in producing the world’s most expensive coffee. But to emerging market aficionados, […]

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Chinese Firm To Invest 3 Billion Dollars In Cambodia

Via TerraDaily, a report on additional Chinese investment in Cambodia.  As the article notes: “A Chinese firm plans to pump three billion dollars into several Cambodian projects, an official said Thursday, the latest investment in the fledgling economy from its giant neighbour. The proposed investment by China Inner Mongolia Erdos Hongjun Investment Co. — a […]

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Future Mini-Petrostates

Courtesy of Foreign Policy, an interesting look at the emergence and encouragement of new petrostates around the globe.  As the article notes: “…This week, an oilman acquaintance from the rush days on the Caspian Sea told me he’s now working deals in Paraguay and Argentina. He called it one of the untold energy stories — […]

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Building BRICs In Africa?

Courtesy of The Financial Times, two interesting – and contrasting – viewpoints on the potential for Africa (South Africa, in particular) to join the league of BRICs.  First, the argument in support of Africa’s likely potential: The visit by South Africa’s President Jacob Zuma to China this week with a large entourage of businesspeople and […]

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China, Oil, and Southern Sudan

Courtesy of Upstream Online, an interesting report on China’s concerns over what might happen to its Sudanese oil assets if Southern Sudan secedes.  As the article notes: “…Oil-rich Southern Sudan, which gained semi-autonomy in a 2005 peace deal that ended a 21-year civil war in which 2 million people died, is to vote in a […]

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ABOUT
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.