Archive for 2012

TAPI pipeline: Bigger May Not Be Better

Courtesy of Foreign Policy, an article on the TAPI pipeline initiative: Last month saw a major step forward for the proposed TAPI natural gas pipeline.  Regarded as a perennial pipe dream by many energy analysts, many critics of the Turkmenistan-Afghanistan-Pakistan-India project were silenced by the signing of a gas sales and purchase agreement between Turkmengaz, […]

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China May Fund Cambodia-Vietnam Rail

Via the Phnom Phenh Post, a report that China may fund a Cambodia-Vietnam rail line.  As the article notes: Cambodia was in discussions with the Chinese government on funding for a 250-kilometre stretch of rail line between Phnom Penh and Vietnam, in what Cambodian officials yesterday called a move away from a “complicated” Asian Development […]

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Pakistan / Iran Pipeline

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 […]

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Africa: A Frontier for Private Equity, but a Pitfall as Well

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 […]

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Emerging Gabon

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: […]

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Bye-Bye OPEC?

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 […]

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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.