Archive for October, 2015

ISIS, Inc.

Via The Financial Times, an interesting look at ISIS’s petroleum economy: On the outskirts of al-Omar oilfield in eastern Syria, with warplanes flying overhead, a line of trucks stretches for 6km. Some drivers wait for a month to fill up with crude. Falafel stalls and tea shops have sprung up to cater to the drivers, […]

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Bolivia: Bracing For Economic Change

Courtesy of STRATFOR (subscription required), an detailed analysis of Bolivia’s economic prospects: After nearly a decade in power, Bolivian President Evo Morales seems poised to extend his rule even further. On Sept. 26, Bolivia’s National Congress accepted Morales’ petition to hold a national referendum in February 2016 on his ability to seek a fourth term […]

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Russian Energy Giants: A Rough Road Ahead

Courtesy of STRATFOR (subscription required), interesting commentary on Rosneft and Gazprom: Forecast Rosneft will face difficulty as Moscow prioritizes the government’s financial and political needs over those of the oil firm. Gazprom’s piped natural gas export monopoly will eventually end, spurring competition between the Russian energy firms for customers at home and abroad. Russian President […]

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Chinese Investment In Niger

Via Business Insider, an interesting look at Niger and China’s involvement in its nascent economy: Food options are limited in northern Niger, but one dietary staple is readily available just about everywhere I went in the vast, landlocked West African country. From remote highway rest stops and to the sidewalks in front of the ministry buildings […]

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Colombia: To Benefit From Peso’s Crash?

Courtesy of the Wall Street Journal, an interesting article on Colombia: Colombia’s crumbling peso would appear to be bad news for the country of 47 million people. Not so, says finance minister Mauricio Cárdenas. “Lower oil prices have had a major impact on our current account. Half our exports were basically oil,” he said. The […]

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The ISIS Economy

Via Vox, a look at the business of ISIS: ISIS has a lot of money. But we don’t know for sure how much or where it comes from. Which is why a very rare leak of ISIS’s internal books, published Monday on the blogJihadology, is so interesting. One leading terrorism researcher says it’s “possibly the best available primary […]

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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.