Archive for February, 2014

Cold Rush: Asian Giants Look To The Arctic For Oil

Via The Diplomat, an article on the race between India and China to build a presence in the energy-rich Arctic region: After a lengthy courtship, China and India formalized their relationship with the Arctic Council in May 2013 by gaining admission as official observer states. In the months since, both countries have been actively seeking […]

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Egypt’s Gas Pains

Via Foreign Policy, an article on why energy – not terrorism – could be Abdel Fattah al-Sisi’s undoing: Egypt faces plenty of threats, from a growing insurgency in the Sinai to a shaky and still unstable presidential regime. But the dramatic reversal in the country’s energy fortunes in recent years, and the stark challenges that poses […]

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Bolivia’s Economy Rises From Instability

Via the New York Times, an interesting look at Bolivia: A large market in El Alto, a working-class city in Bolivia. From colorful mansions to a proliferation of bakeries, there are signs that many have extra cash to spend. Meridith Kohut for The New York Times Argentina’s currency has plunged, setting off global worries about […]

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China Pursues New Central Asian Gas Route

Via Eurasia Review, a report on China’s plans for a new Central Asian gas route: China appears to be buying an expensive insurance policy for natural gas imports from Central Asia with its plans to build a pipeline through Tajikistan and Kyrgyzstan. Since 2006, China has invested heavily in developing gas imports from Turkmenistan, opening […]

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Kazakhstan: Connecting East And West

Courtesy of Ozy, a detailed look at Kazakhstan: It doesn’t take more than a few minutes in Astana — Kazakhstan’s futuristic new capital — to make you forget what little you may have assumed about the country, most of it no doubt from a certain Sacha Baron Cohen movie.Until about a decade ago, Astana was […]

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Investing In A Country That Doesn’t Exist: Somaliland’s Hard Sell

Via the Daily Maverick, an interesting article on investment in Somalialand, the self-declared republic which is desperate for someone to find vast mineral reserves under its soil: At the recently concluded Mining Indaba in Cape Town, Somaliland’s energy minister Hussein Abdi Dualeh had possibly the hardest sell of all. It was his job to convince […]

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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.