Archive for 2019

Afghanistan Prepares for a Financial Future Without the U.S.

Via STRATFOR (subscription required), a look at Afghanistan’s current and future economic condition: A year ahead of the U.S. 2020 presidential election, Washington appears to have revived its latest attempt at a peace deal with the Taliban. On Nov. 28, U.S. President Donald Trump visited Bagram Airfield in Afghanistan, where he met his Afghan counterpart, Ashraf Ghani, […]

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The Geopolitics of the Wakhan Corridor

Via Harvard International Review, an article on the Wakhan Corridor: Afghanistan is the very definition of a geopolitical pivot. Long called the “Graveyard of Empires,” the country still lures larger powers keen on exerting influence in Central Asia, and the Wakhan Corridor, a narrow strip of land protruding out of Afghanistan like the handle of […]

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Is New Russia-China Gas Pipeline A Threat To Turkmenistan?

Via Eurasia.net, a look at how Russia – with the new Power of Siberia pipeline – is threatening Turkmenistan’s position as China’s largest source of gas: Russia’s mega-project to export its gas to China, the Power of Siberia pipeline, came online December 2. By 2024, the pipeline is expected to deliver 38 billion cubic meters (bcm) annually. […]

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Who Will Win Ethiopia’s Telecoms Race?

Via Mobile World Live, commentary on the likely contenders if/when Ethiopia’s telecom market is opened up: In 2020, Ethiopia is set to split its telecoms monopoly and open the market to competition. The move will represent a rare opportunity for operators to enter a huge country with a large proportion of unconnected citizens and low data penetration […]

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New Silk Road In Action At China-Kazakh Border

Via The Asia Times, an article on the Silk Road in action at the Chinese-Kazakh border: We are cruising on a pristine, 380 km-long four-lane superhighway from Almaty to Khorgos – finished in 2016 for $1.25 billion, 85% of the cost covered by a World Bank loan. And then, suddenly, riding parallel to us, there’s […]

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Russia’s Three Gas Pipelines to China and The West

Via Oil and Gas Daily, an article on Russia’s three gas pipelines to China and the West: Russia, the world’s top gas exporter, is planning to launch three major natural gas pipelines in the near future. – Power of Siberia – Billed by Russian President Vladimir Putin as “the world’s biggest construction project,” the giant pipeline will send […]

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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.