Archive for August, 2013

Pakistan and Its Neighbors

Courtesy of Eurasia Review, an examination of Pakistan’s regional neighbors: Pakistan Pakistan’s Southern front is exposed to over 1200 kilometer long coastal line and on the three sides it has Iran, Afghanistan and Iran. It is also linked with China via historical Silk Route. The country is natural energy and trade corridor and can earn […]

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The Great Potash Power Play

Via The Diplomat, an intriguing look at the potash industry, a sector that involves Ethiopia, Ukraine, and China among others: Potash is perhaps the world’s most strategic fertilizer. Mineable deposits are concentrated in a handful of countries, it cannot be synthesized, and crop yields suffer badly without it. Russia-based Uralkali, the world’s largest potash producer, […]

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Turmoil’s Impact On Libya’s Oil Industry

Via ValueWalk, a look at Libya’s oil industry: Libyan July oil production dropped 29% MoM and halved over the previous year due to a civil war situation in the country. Furthermore, the country has closed all of its oil export terminals in the Eastern region, making the Mediterranean oil market very uncomfortable about prospects of […]

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Countries That May Thrive As China Transitions

Courtesy of STRATFOR (subscription required), an interesting graphic that examines which countries are likely to assume China’s low-end manufacturing and export-led dominance that defined its dramatic three-decade rise: The outlines of this group, what Stratfor calls the Post-China 16, or “PC16,” are only now coming into focus. This group includes Ethiopia, Kenya, Tanzania and Uganda […]

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Myanmar’s Energy Potential: Opportunities And Challenges For Neighbouring India

Via Eurasia Review, a report on Myanmar’s energy potential: The Myanmar-China natural gas pipeline (Myanmar section) commenced delivery of natural gas to the Peoples Republic of China (PRC) after it was inaugurated by Myanmar Vice President U Nyan Tun at Mandalay on July 28. The pipeline is part of the Myanmar-China Oil and Gas Pipeline […]

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Mozambique: Developed and Developed World, All In One Place

Via How We Made It In Africa, an interesting look at Mozambique: While Mozambique’s economy has experienced rapid growth over the past years, much of this new wealth has not trickled down to the broader population. So says Dominique Lalous, country manager of logistics company DHL in Mozambique. Mozambique’s nascent coal mining and natural gas […]

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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.