Archive for April, 2012

Drilling Down On the Iran – Pakistan Pipeline

Via Foreign Policy, a report on the Iran-Pakistan gas pipeline project: The controversial Iran-Pakistan (IP) gas pipeline has become an increasingly problematic issue in the vacillating U.S-Pakistan relationship. The United States has strongly condemned the project, but such rhetoric seems only to have made Pakistan more determined to continue with it. An energy agreement between […]

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YPF: Is The End Near?

Via The Financial Times, a look at how Argentina’s turmoil is affecting its largest oil company, YPF: As chess players know, the queen is the most powerful piece, able to advance a number of steps in several directions at any time. It looks like Cristina Fernández, Argentina’s president has been honing her chess skills as […]

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Obstacles To Foreign Investment In Myanmar

Courtesy of STRATFOR (subscription required), some analysis of potential challenges to foreign investment in Myanmar: Myanmar held parliamentary by-elections April 1, during which the country’s opposition party, led by democracy activist Aung San Suu Kyi, won at least 40 of 45 seats. The polls come one year after the March 2011 establishment of a nominally […]

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Central Asia: Pivot Region Of Global Geopolitics

Via Al Jazeera, some commentary on Central Asia: Dubbed as the “pivot region” of world politics, the five Central Asian nations of Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenistan and Uzbekistan have collectively gained an immense strategic importance over the last two decades, thanks to their geography and vast deposits of natural resources including gold, gas, oil and […]

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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.