Archive for April, 2012

The Pipeline That Wasn’t: Myanmar-Bangladesh-India Natural Gas Pipeline

Courtesy of The Journal of Energy Security, a report on a potential Myanmar-Bangladesh-India natural gas pipeline that did not come to fruition: The lack of convergence in the energy security policies of India and Bangladesh has impacted the outcome of the Myanmar-Bangladesh-India (MBI) pipeline project. This project, envisaged as an important aspect of the energy […]

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Cambodia: The New Emerging Market?

Via Leopard Capital’s blog, a look at Cambodia:  The last time I spoke with my friend Doug Clayton our attention was focused on the unfolding and rapidly rising market in Myanmar, a country Doug is heading to shortly and one I’ll be returning to later this year with some friends. I caught up with Doug […]

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Bangladesh’s Rising Income Potential

Courtesy of the Huffington Post, a look at Bangladesh: Bangladesh is poised to follow China and India’s recent growth pattern of rising per capita income as the recent distribution of economic growth has shifted in favor of low and middle income countries. Bangladesh’s estimate of economic growth is predicated upon its impressive growth performance of […]

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Vietnam And Venezuela Develop A New Oil Field

Via Reuters, an article on a Vietnam-Venezuela oil and gas joint venture that has begun production at a new field in the Orinoco region with an initial output of 50,000 barrels per day (bpd).  As the report notes: “…The venture, PetroMacareo, would raise extra heavy crude oil output from the field in Junin 2 block […]

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Vietnam Set To Emerge As The Commodity Trading Hub Of South-East Asia

Via the Emerging Frontiers blog, a report on the competition between India and Vietnam to become the commodity trading hub of SE Asia: When Singapore Mercantile Exchange, the first pan-Asian commodity exchange, opened for business in February, it chose Ho Chi Minh City as the delivery benchmark for its pepper contract, constituting a fresh setback […]

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Fixing Pakistan’s Embattled Economy

Via Foreign Policy, a look at Pakistan’s embattled economy: Pakistan warrants concern, and not just because it is sitting on the fifth largest nuclear arsenal in the world. The country is in the throes of a destabilizing and dangerous energy crisis. It faces gas shortages, and electricity outages of up to 20 hours a day. […]

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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.