Archive for March, 2011

China – Turkmen Energy Deal

Courtesy of STRATFOR (subscription required), interesting analysis of issues surrounding negotiations between Turkmenistan and China over an expanded natural gas supply and loan agreement. As the article notes: “…Turkmen Deputy Prime Minister Baymyrat Hojamuhammedov said March 3 that Turkmenistan and China are still negotiating an expansion of a natural gas supply and loan agreement. This […]

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Turkmenistan: TAPI’ng CarefullyThrough A Strategic Tug Of War Between China, Russia, and The West

Via Foreign Policy, an article on the Turkmenistan-Afghanistan-Pakistan-India pipeline or TAPI, a 1,680 km (1,050 m) natural gas line originating in the Daulatabad gas fields in southeastern Turkmenistan. As the report notes: “…It crosses Afghanistan and continues on through Pakistan ending in Fazilka, a northwestern Indian city close to the India-Pakistan border. TAPI is one […]

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Cambodia: No Longer On The Frontier?

Via The Financial Times, an interesting article on Cambodia: “…For those who want a bit of exotica in their portfolio, the world of frontier markets is getting a little broader. Hot on the heels of the newly opened Laos exchange, Cambodia is getting in on the act. Maybe. After years of on-again off-again negotiations, the […]

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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.