Archive for September, 2020

Pandemic Slows Central Asia’s Gas Exports to China

Via The Diplomat, an article on COVID’s impact on exports of natural gas from Central Asia to China: Natural gas exports from the Central Asian republics began to see major drops as a result of the global economic slowdown in the wake of the coronavirus pandemic. China, the main buyer of natural gas from Kazakhstan, […]

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Drying Up: Venezuela’s Oil Industry

Via The Wall Street Journal, a look at how Venezuela has seen its production dwindle after decades of graft and mismanagement under Chávez and Maduro regimes, and now the burden of U.S. sanctions: Venezuela’s oil industry—rich in reserves, a crucial Allied resource in World War II, a founding member of OPEC—is grinding toward a halt. Venezuela […]

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Pemex’s Losses Deepen Mexico’s Financial Woes

Via STRATFOR (subscription required), a short report on Pemex: Mexican President Andres Manuel Lopez Obrador’s failure to strengthen Pemex’s finances and shore up domestic oil production will exacerbate Mexico’s public finance woes from COVID-19.  On Aug. 24, Mexico’s state-owned energy giant Pemex reported its lowest level of monthly crude oil production since 1979, with the company’s […]

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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.