Archive for April, 2014

China: Drilling Holes In The Top Of The World

Via Quartz, a report on how China’s appetite for resources is taking them to Tibet: Take a picture; it may not look like this for long. Chinese oil and gas explorers have drilled a deep borehole in the Tibetan Plateau, the world’s largest and highest plateau at about 4,500m above sea level, according to the South China Morning Post. The project, whose […]

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Iran Bullish On Oil Potential

Via Energy Daily, a report on Iran’s oil potential: Iranian Petroleum Minister Bijan Zanganeh said the country is bent on increasing the level of oil production despite Western economic sanctions. Zanganeh told the Oil Ministry’s official news site, Shana, the Iranian government wasn’t waiting for the United States and its allies to relax sanctions on […]

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Asia’s Next BRICS?

Courtesy of The Diplomat, an article on how – As growth in the BRICS slows – many of the new economic stars are from the Asia-Pacific: In a recent announcement, global credit insurer Coface Group said the original BRIC economies of Brazil, Russia, India and China would post below-average growth in 2014, down 3.2 percentage […]

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Petroleo Brasileiro: A South American Sleeping Monster?

Via Guru Focus, an article on Petroleo Brasileiro: My advisor during college was the son of a retired Brazilian military official. Before turning to academics he was an advisor for the Brazilian Ministry of Foreign Relations. Surely the man lacked no patriotism for the country that educated him. However, he displayed a great deal of […]

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The Uganda “Trap”

Courtesy of Emerging Markets Insights, a detailed analysis of Uganda: Kampala’s skyline Apparently Ugandans very rarely say no; they much prefer to say maybe. As I sit (without a previous appointment) in Prime Minister’s Amama Mbabazi waiting room hoping for a slot to open up in his busy schedule, I can see this cultural practice […]

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Kashagan: Development Of World’s Largest Oil Field Still Going All Wrong

Via Climate Progress, a look at Kazakhstan’s Kashagan oil field: This August 2012 photo provided by North Caspian Operating Company, NCOC, shows Kashagan offshore oilfield in western Kazakhstan. On Monday, Exxon released a climate report detailing how global climate policies are unlikely to impact their fossil fuel production for the next several decades, even as […]

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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.