Archive for 2012

Cambodia: A Maturing Frontier Market?

Via Capitalist Exploits, some comments on Cambodia: With the Mongolian meet up now over, one of the countries we are going to hone in on is Cambodia. It’s a sleepy SE Asian “powerhouse-to-be” in our opinion. Unfortunately, the place gets a bad rep due to its past. Too many people hear Cambodia and think land […]

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China Brokers Tentative Oil Agreement Between The Sudans

Via Foreign Policy, an interesting look at China’s role in brokering a tentative oil agreement between the Sudans: China — a growing diplomatic powerhouse in Africa — played a vital role in securing a preliminary agreement on transit fees for hundred of thousands of barrels of oil being piped from South Sudan’s oil fields through […]

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Turkmenistan: Rethinking Regional Relations

Courtesy of STRATFOR (subscription required), a look at Turkmenistan’s efforts to reposition itself between Russia and China, economically and strategically: Turkmen President Gurbanguly Berdimukhammedov gave a speech Aug. 6 in which he announced that the country’s gross domestic product of this year’s January-July period grew by 11 percent compared to the same period in 2011. […]

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Turkey-Turkmen Energy Cooperation

Via Energy Daily, a report on the growing energy ties between Turkey and Turkmenistan Energy-rich Turkmenistan and energy importer Turkey are deepening bilateral ties. Turkmen President Gurbanguli Berdymukhammedov is making a two-day state visit to Turkey, visiting Istanbul and Izmir. Turkey’s energy imports of Turkmen natural gas reportedly remain Ankara’s biggest immediate concern, but Turkey […]

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Chinese Investment In Africa

Courtesy of STRATFOR (subscription required), a very interesting look at China’s investments in Africa:

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Russian Evolution – Reshaping Putin’s Oil Industry

Via The Financial Times, an examination of Russia’s oil industry and its latest evolution under Putin: Russia’s oil industry has been through two great evolutions since the collapse of communism. Now it is entering its third. First, in the 1990s, former state-owned oil assets were parcelled into vertically-integrated groups and sold off at bargain prices […]

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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.