Archive for March, 2020

Uganda Still Waiting for Oil Riches

Via Oil & Gas Daily, a look at Uganda’s wait for seeing benefits from petroleum finds: It was the promise of oil — billions of barrels of black gold, discovered locked beneath Lake Albert — and the riches to follow that brought electricity to Buliisa. Roads, piped water, and other unthinkable luxuries came next, as […]

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How Natural Resources Could Help Build Peace in Afghanistan

Via The Wilson Center’s New Security Beat, a report on Afghanistan’s natural resource potential: Potential water wars due to plans for multiple dams, violent opium cartels supporting world heroin markets, and many conflict-financing minerals including everyday talc used for baby powder. These are the types of natural resources stories that usually make front page news about Afghanistan. But natural resources […]

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MTN Dials Up Iran Growth Despite Virus, Sanctions

Via The Iran Project, an article on MTN’s push for Iran growth in face of virus and sanctions: MTN Group Ltd. said its Iranian business is still able to achieve strong sales growth in the short term, even as the unit battles to overcome ongoing U.S. sanctions and the rapid spread of the coronavirus. Africa’s largest […]

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Central Asia’s Force Majeure Fears: COVID-19’s Impact On China’s Natural Gas Demands

Via Eurasia Review, a report on COVID-19’s impact on China’s demand for natural gas from Central Asia: China’s COVID-19 outbreak has seen Beijing’s demand for natural gas stutter, after years of breakneck expansion. In February, China’s natural gas demand was estimated to have fallen 17 percent year-on-year, and while there were some subsequent indications of recovery for liquefied natural […]

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Sihanoukville: Future ‘Shenzhen of Cambodia’?

Via Khmer Times, a report on Sihanoukville’s economic future: After allowing the MS Westerdam and its 2,000 passengers and crew to dock at its port on February, Sihanoukville, a quiet and small port city in Cambodia has commanded the global spotlight. Aside from offering a safe departure for those on board, Sihanoukville is in the […]

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India-Chabahar-Afghanistan TIR Corridor Launched

Via The Financial Tribune, a report on the launch of the Chabahar corridor: Two loaded containers were transported successfully from India’s Mumbai to Iran’s Chabahar, which exited through Dogharoun Border crossing to Afghanistan under cover of TIR Carnets (TIR Convention) on Friday. According to Mostafa Ayati, an official with the Islamic Republic of Iran Customs […]

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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.