Pakistan / Iran Pipeline
June 11th, 2012
Via Energy Daily, a report on Pakistan’s efforts to advance a pipeline discussion with Iran: Pakistan, increasingly at odds with the United States over fighting al-Qaida, is reportedly moving forward with plans to build a 1,300-mile pipeline to carry natural gas from Iran. Iran would provide Pakistan with 750 million cubic feet of gas […]
Read more »Africa: A Frontier for Private Equity, but a Pitfall as Well
June 7th, 2012
Courtesy of Knowledge at Wharton, a report on Africa’s frontier markets: For Azeem Zainulbhai, finding opportunities in Africa’s frontier markets means thinking outside the box — or, in the case of one recent transaction in Angola, living inside a box. OK, not really a box, but a shipping container — technically, a bunch of shipping […]
Read more »Emerging Gabon
June 7th, 2012
Via Knowledge at Wharton, a look at the opportunity for investors in Gabon, and in Africa as a whole: Knowledge@Wharton: I’d like to start by chatting a little bit about the banking situation in Gabon. I’ve heard that in Africa, only 20% of the families have bank accounts. What’s the situation in Gabon? Liban Soleman: […]
Read more »Bye-Bye OPEC?
June 6th, 2012
Courtesy of The Financial Times, a look at 10 new energy powers that some feel will replace OPEC: “Major new global oil and gas discoveries have energy experts describing a new golden age of petroleum. But enthusiasm for this projected future of bountiful oil has contributed to a marginalization of environmental concerns. Here are ten […]
Read more »The Stampede Into Myanmar
June 6th, 2012
Via the Emerging Frontiers blog, a look at Myanmar WITH the United States and the European Union suspending sanctions against Myanmar, Western companies are rushing to invest in a country they were forced to leave half a century ago. Myanmar is South-east Asia’s final frontier. There is almost a stampede to be the first into […]
Read more »YPF: What’s The New Plan?
June 6th, 2012
Via The Financial Times, a look at Argentina’s plans for YPF: YPF, the Argentine oil company, has a new owner (the Argentine state); a new logo (complete with the Argentine flag) and, as the pro-government Tiempo Argentina newspaper put it, a new “dream team” of savvy professionals to run it. So the big question now […]
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.