Archive for 2018

Turkmenistan’s Natural Gas Dilemma

Via Oil Daily, an article on Turkmenistan’s hydrocarbon future: Amid much (obligatory) fanfare, Turkmenistan has intensified its spin campaign on TAPI, the long-delayed pipe dream of President Gurbanguly Berdymuhamedov which is supposed to supply Afghanistan, Pakistan and India with Turkmen natural gas. Turkmenistan claims it is on the brink of securing the $8 billion it […]

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Turkmenistan Seeking Investment For Galkynysh Field To Support TAPI Ambitions

Via AzerNews, a report on Turkmenistan and TAPI: Turkmen President Gurbanguly Berdimuhamedov ordered to attract foreign investments for the Galkynysh gas field in order to implement the Turkmenistan-Afghanistan-Pakistan-India (TAPI) gas pipeline project. “The head of state also ordered to intensify the work on attracting foreign investments for the construction of the Galkynysh gas field, where […]

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The Belt and Road’s Impact On Small, High-Risk Markets

Via Reconnecting Asia, an interesting look at BRI’s impact on frontier markets: China’s Belt and Road Initiative (BRI) will have its biggest impact on small, high-risk, frontier markets in South, Southeast, and Central Asia. As measured by BMI Research’s Key Projects Database, the value of prospective, planned, and ongoing China-backed infrastructure projects in countries like […]

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Southern Africa

Courtesy of STRATFOR (subscription required), a look at the economic prospects of several southern African nations: Over the past year, new leaders have replaced long-entrenched presidents in South Africa, Zimbabwe and Angola. Each country’s political environment has evolved since the changing of the guard, bringing opportunities for the type of economic development that wouldn’t have […]

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Namibia: The New Commercial Gateway To Southern Africa?

Via Ozy, an interesting look at Namibia: The quaint town of Swakopmund is Namibia’s fastest-growing tourist destination. Visitors flock here to experience the incongruity of German colonial buildings on the edge of an African desert, the allure of the treacherous Skeleton Coast and the promise of seeing 1,500-year-old welwitschias growing in the so-called Moon Landscape. […]

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From War Room To Boardroom In Egypt

Via Reuters, an interesting look at how – in the four years since former armed forces chief Abdel Fattah al-Sisi became Egypt’s president – companies owned by the military have gone from strength to strength: In a four-decade military career, Osama Abdel Meguid served in the first Gulf War and was an assistant military attaché […]

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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.