Nabucco Pipeline’s Prospects Appear Dim
November 19th, 2011
Courtesy of The Wall Street Journal, a report that prospects for the European Union’s favored Nabucco natural-gas pipeline project appear to be dwindling, weeks before a consortium of Caspian Sea producers is due to choose one of four planned pipelines to carry its gas to Europe. As the article notes: “…This week, Azerbaijan said it […]
Read more »The Oil Rush in West Africa – The New Wild West?
November 18th, 2011
Courtesy of Global Geopolitics & Political Economy, a report on the burgeoning “rush” for oil in West Africa. As the article notes: There is a new oil rush off the coast of West Africa. But there are fears that the sector is not sufficiently regulated, and watchdog groups are raising concerns about transparency and governance […]
Read more »Needed: An Economic Performance Index for Cities
November 17th, 2011
Courtesy of Parag Khanna, an interesting suggestion that – like climate, fresh water or food – cities should be thought of commodities to be priced and optimized for maximum benefit. But, as the article notes, for cities to be treated as an asset class alongside emerging market regions, commodities, or alternative financial products, governments and […]
Read more »The Silk Road: Rebuilt And Reborn
November 17th, 2011
Via CNN, a brief analysis of the “new” Silk Road: It is a trade link dating back half a century – spreading from the far reaches of Asia to Africa. From caravans carrying loads of goods across the deserts of the Middle East to ships sailing precious cargo to Europe, the ancient Silk Road is […]
Read more »Brazil to Join the Battle for Africa’s Energy Riches
November 17th, 2011
Via OilPrice.com, an interesting report on Brazil’s increased interest in Africa’s energy resources: In October Brazilian President Dilma Rousseff made a state visit to Africa, consisting of South Africa, Mozambique and Angola. Quick – what was President Roussef’s insider edge in Mozambique and Angola? Two things. First, Brazil, along with Angola and Mozambique, were originally […]
Read more »The Case For Investing in Gems
November 16th, 2011
Courtesy of The Financial Times, a report on the investment potential of Global Emerging Markets (GEMs): In fact, emerging markets experienced strong inflows right through to December 2010, with an all-time high of £336m invested in October 2010. With 2011 seeing its fair share of bumps and jolts, retail investors have continued to invest in […]
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.