Archive for April, 2014

Pipeline Politics: A Proposed Turkmenistan – Europe Connection

Courtesy of STRATFOR (subscription required), an interesting analysis of a proposed Turkmenistan – Europe pipeline: Turkmen President Gurbanguly Berdimukhamedov (R) attends the opening ceremony at a refinery in Samandepe on Dec. 14, 2009. Summary The crisis in Ukraine has heightened Europe’s interest in diversifying energy supplies away from Russia, and the long discussed Trans-Caspian pipeline […]

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North Korea: An Emerging Regional Crossroads

Courtesy of STRATFOR (subscription required), an interesting analysis of North Korea’s potential as a regional crossroads in Asia: North Korea has attracted increased attention in recent weeks, less for its nuclear potential or missile tests and more for its potential as a transportation and energy corridor. On April 18, the lower house of Russia’s parliament ratified […]

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How The Kurds Got Their Way: New Transitional Zones of Economic Cooperation In The Middle East

Via Foreign Affairs, an interesting report on the emergence of Keep on truckin’: guarding fuel trucks in Haj Umran, Iraqi Kurdistan, July 2010. The surge of ethnic and sectarian strife in Syria and across the Middle East has led a number of analysts to predict the coming breakup of many Arab states. This potential upending […]

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Development Via Regional Integration – Mongolia’s Chance For A Prosperous Future

Via the Asian Development Bank, a look at how Mongolia could boost its economy through careful regional integration: Regional integration offers Mongolia the opportunity for a more prosperous future. But the country has lagged in this effort, which is surprising given its geographical location where bold integration initiatives have been launched, such as the People’s […]

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Sinopec’s $1.2bn deal With Lukoil: China Moves Deeper Into Central Asia

Courtesy of the Financial Times, a report on Sinopec’s recent acquisition of Lukoil assets in Kazakhstan: Lukoil has agreed to sell its stake in several oil projects in Kazakhstan to Sinopec for $1.2bn, in the latest of a string of Chinese investments in the country’s energy sector. The Russian company – the country’s largest private-sector […]

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Delays At Kazakhstan’s Kashagan Energy Project Could Benefit Russia

Courtesy of STRATFOR (subscription required), an analysis of how delays in Kashagan could benefit Russia: A general view on June 30, 2013, shows the Bolashak oil plant on the Kashagan offshore oil field near Atyrau in Kazakhstan. Summary Reports have surfaced in recent weeks that production at the massive Kashagan oil project in Kazakhstan may […]

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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.