Archive for 2014

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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The Great Venezuelan Oil Bust

Via the Globe and Mail, an interesting look at Venezuela’s petroleum industry: When Venezuelan oil minister Rafael Ramirez recently announced an ambitious new target of six million barrels per day by 2019, the state-run press heralded the imminent expansion of an industry vital to the country’s health. But people here heard the news and rolled […]

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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.