Archive for March, 2014

Afghanistan’s Minerals Await Vital Railroads

Via BusinessWeek, an interesting article on Afghanistan’s logistics challenge: At the Naibabad freight terminal near the northern Afghan town of Mazar-e-Sharif, workers rush to unload wheat and construction materials from Uzbekistan that have arrived on Afghanistan’s only railroad. Trucks will have to carry the cargo through the icy Hindu Kush mountains to the rest of […]

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Can Mozambique Be The Next LNG Hotbed?

Via Foreign Policy Association, commentary on Mozambique’s potential as a global LNG hotbed: Like many other African countries, Mozambique has enormous potential, but there are many gaps to fill. Led by its natural resources, the economy has been booming with real GDP growth reaching 7.4 percent in 2012, seven percent in 2013 and is predicted […]

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India: Advancing Trade Plans With Iran

Via STRATFOR (subscription required), an interesting analysis of closer economic ties between India and Iran: Summary India is trying to open up more direct trade corridors with Central Asia. Two of the country’s largest state-owned ports have enlisted the help of a private firm to help develop Iran’s southeastern port of Chabahar. According to media […]

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Myanmar’s Economic Potential

Courtesy of STRATFOR (subscription required), an interesting graphic of  infrastructure and supply lines along the China-Myanmar border: Myanmar’s land borders, which abut India and Bangladesh to the northwest, China to the northeast and Laos and Thailand to the east, are rich in natural resources, mainly teak, minerals and hydropower. As such, these borderlands represent the country’s most […]

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Russia-China Gas Deal…Maybe Later

Courtesy of The Financial Times, a look at the possibility of a strategic gas deal between Gazprom and the China National Petroleum Corp (CNPC): As the global market for natural gas is transformed, Russia and its national champion Gazprom have found their long-term export strategy challenged. No longer able to rely on their core European […]

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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.