Archive for July, 2016

OBOR: Our Bulldozers, Our Rules

Via The Economist, an article on China’s One Belt, One Road strategy: THE first revival of the Silk Road—a vast and ancient network of trade routes linking China’s merchants with those of Central Asia, the Middle East, Africa and Europe—took place in the seventh century, after war had made it unusable for hundreds of years. […]

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Rich ‘Stan, Poor ‘Stan: Former Soviet Republics Survive The New Great Game

Courtesy of The Economist, an interesting look at how the five former Soviet republics are struggling to survive the new Great Game: TAJIKISTAN has the vainest ruler in Central Asia. Emomali Rahmon flies what may be the world’s largest flag atop what used to be the world’s tallest flagpole. His capital boasts that it will […]

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Islamic State Oil Production

Courtesy of STRATFOR (subscription required), an interesting look at the Islamic State’s oil production: Oil production is a crucial source of income for the Islamic State. As of March, it accounted for nearly half of the group’s total revenue, bringing in roughly $20 million each month. Beyond providing funds, oil refining is also a much-needed […]

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China’s One Belt One Road Policy: Can History Repeat Itself?

Via Future Directions International, an article on China’s One Belt, One Road strategy: Key Points China has proposed a new international strategy, One Belt One Road Policy. The international treaty aims to recreate a modern version of the historical Silk Road route trading route from China to Europe. Modifications of the old Silk Road route […]

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Libya’s Rival NOC Oil Companies Agree To Merge

Courtesy of Reuters, an article on consolidation in the Libyan petroleum sector: Libya’s state energy company National Oil Corporation has agreed to merge with a rival company established in the east by one of the country’s two former competing governments, the NOC said in a statement. The merging of the two NOCs is a positive […]

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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.