Archive for May, 2014

China’s Global Search For Energy

Courtesy of the New York Times, an interesting look at China’s global search for energy: Whether by diplomacy, investment or in extreme cases, force, China is going to great lengths to satisfy its growing hunger for energy to fuel its expanding car fleet and electrify its swelling cities. The Chinese government showed that desire on […]

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Russia, China Agree To Natural Gas Deal

Courtesy of STRATFOR (subscription required), a detailed analysis of Russia and China’s natural gas agreement: Russia and China struck a long-awaited deal on natural gas May 21, according to Alexei Miller, the CEO of Russian natural gas giant Gazprom. According to the provisions of the deal, which is worth $400 billion, Russia will supply 38 […]

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Cuba’s Economy

Via Capitalist Exploits, an interesting look at the Cuban economy: If the secret to economic prosperity was the erection of Che Guevara murals, Cuba would be the wealthiest nation on Earth. Unfortunately, revolutions are meant as transitions between an inferior form of government, and one that is supposed to be better. Revolution itself isn’t a […]

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Turkmen Natural Gas Through Iran

Via STRATFOR (subscription required), an interesting look at a potential land route for Turkmen gas to Europe: With Russian opposition to the Trans-Caspian pipeline likely to impede its construction for the short to medium term, Turkmenistan is looking for a land route to reach European consumers. The pipeline network has about 10 billion cubic meters […]

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Iran’s Plans to Export Natural Gas to Europe Face Obstacles

Courtesy of STRATFOR (subscription required), some interesting analysis of Iran’s desire to export natural gas to Europe: A man walks along South Pars natural gas field facilities in the southern Iranian port of Asalouyeh on Jan. 22. Summary Iran has ramped up its rhetoric about possible deliveries of Iranian natural gas to Europe in the […]

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The New Silk Road

Via Quartz, an interesting look at the impact the iron Silk Road could have upon Asian/European commerce: The electronic gizmos churned out by China’s factories have long been delivered to western consumers by giant seagoing vessels filled with shipping containers or, in the case of particularly high-value products, by air. But new rail networks that stretch […]

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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.