Archive for January, 2021

BRI: What’s Holding Up The Trains From Pakistan To Turkey Via Iran?

Via the South China Morning Post, commentary on how – while Iran Pakistan, and Turkey have announced that the rail project will be revived this year – it must still overcome infrastructural hurdles before it can kick-start important rail routes under China’s Belt and Road Initiative: Recently, Turkey, Iran and Pakistan announced they would revive […]

Read more »



Iran Can Solve Turkmenistan’s Natural Gas Dilemma

Via Bourse & Bazaar, an interesting look at how Iran’s strategy to become the natural gas hub of the region depends on developing several gas corridors with its neighbors, and gas-rich Turkmenistan ought to be a key partner in this strategy: Bordering Iran on the northeast, Turkmenistan is a Central Asian country with a population […]

Read more »



Top Ten Emerging Markets Brands

Via Emerging World, an interesting report on the top emerging market brands: Every year, global consultancy Brand Finance launches its Global Top 500 Brands index. It’s a highly anticipated list that captures global headlines and spawns the occasional “top ten list” (guilty as charged, see below). They just put out their latest 2020 report at the virtual […]

Read more »



Gazprom Sign Off Mongolian SPV To Study Gas Supplies To China

Via Russia Briefing, an interesting report on Gazprom’s recent actions to study the potential of gas supply from Mongolia: Gazprom has registered a ‘Special Purpose Vehicle’ (SPV) company in Mongolia to deal with design and survey and the feasibility study for the project of building a main gas pipeline across Mongolia for gas deliveries to […]

Read more »



China’s Role in Switching Off The Lights In Pakistan

Via The Asia Times, an article on how China has invested billions in Pakistan power but tainted deals have contributed to recent nationwide blackouts with more likely to come: A nationwide power outage on January 10 in Pakistan came at a dark financial moment for its indebted and corrupted power sector, raising the prospect of […]

Read more »



Deep-Water friendship: Turkmenistan and Azerbaijan Bury Caspian Sea Hatchet

Via Upstream Online, a report on how Azerbaijan and Turkmenistan have agreed to join forces in exploring and developing contested deep-water block as relations have warmed: Turkmenistan and Azerbaijan have agreed to settle decades-long claims on a large oil and gas block in the Caspian Sea, with new plans for joint operations in the region. […]

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.