Archive for 2016

East Africa Petroleum Production

Via The East African, an interesting graphic on oil and gas production schedules for East Africa

Read more »



Russia: Making A Big Bet On Building Vegas In Vladivostok

Via Bloomberg, an interesting look at Russia’s efforts to develop its Far East: What happens in Vladivostok stays in Vladivostok. A phrase that could’ve captured Soviet obsession with secrecy during the Cold War is gaining new meaning for Vladimir Putin, who’s taking a gamble as he aims to turn Russia’s easternmost nuclear garrison into a […]

Read more »



Jim Rogers on North Korea

Via Business Insider, an interesting report on Jim Rogers’ interest in North Korea: Jim Rogers is nothing if not a contrarian, and one of his boldest moves is trying to bet on North Korea.  The famous investor, who cofounded legendary hedge fund Quantum with George Soros, spoke to Real Vision TV and said North Korea is where China was […]

Read more »



French Carrier Pursues Stake in Iranian Wireless Firm

Courtesy of The Wall Street Journal, a report on France’s Orange Telecom’s interest in Iran: France’s Orange SA has entered preliminary talks to buy a piece of Iran’s largest cellular operator in what would mark the first acquisition of a stake in a major Iranian firm by a Western company since nuclear sanctions were lifted in January. Orange, […]

Read more »



Venezuela: Running On Empty

Courtesy of Foreign Affairs (subscription required), a very interesting look at Venezuela and how the state ruined its national oil company in its Sept/Oct 2016 issue: Venezuela is in the throes of its most tumultuous political and economic period in decades. The collapse of global energy prices has wreaked havoc on the country’s economy. Estimates […]

Read more »



Ethiopia vs. Kenya: A Modern-Day War of the Roses

Via Bloomberg, a look at how a $10 million investment in Ethiopia blossomed into an upstart rival to Kenya for control of Europe’s flower trade: In a giant warehouse near Lake Ziway in central Ethiopia, hundreds of women in aprons work at yellow workbenches under the flags of Dutch soccer clubs PSV Eindhoven and Feyenoord, […]

Read more »


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.