Archive for November, 2022

Azerbaijan’s Russian Gas Deal Raises Uncomfortable Questions For Europe

Via Eurasianet, commentary on a highly touted deal between Baku and Brussels that was meant to wean Europe off Russian gas, but Azerbaijan is now importing Russian gas itself in order to meet its obligations to Europe: Azerbaijan has begun importing gas from Russia under a deal which should enable Baku to meet its own domestic […]

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Mukesh Ambani: Indian Economy Likely To Grow 13x To $40T by 2047

Via LiveMint, commentary by Reliance Industries chairperson Mukesh Ambani on how the Indian economy is likely to grow 13 folds from its current size to become a $40-trillion economy by 2047: Indian economy is likely to grow 13 folds from its current size to become a $40-trillion economy by 2047 said Reliance Industries chairperson Mukesh Ambani […]

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Guyana: A Nation in the Crosshairs of Climate Change Is Ready to Get Rich on Oil

Courtesy of Bloomberg, an article on how – as rising seas imperil Guyana – leaders sign sweetheart deals with Exxon to help fund the transition to a sustainable future. Go to the seawall in Georgetown late on a Sunday afternoon, and you’ll find Guyana with its guard down. Everyone’s “liming”—a term that washed onto this […]

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Europe’s New Gateway To Asia Through Azerbaijan

Via New Silk Road Discovery, commentary on the Middle Corridor project: Azerbaijan sees the Middle Corridor project as another opportunity to boost fruitful partnerships with China, Kazakhstan, and other parts of the landlocked Central Asian region. Among the many significant geopolitical consequences of Russia’s war against Ukraine has been the reinvigoration of the Middle Corridor, both as […]

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Venezuela After Guyana’s Oil Claiming Border Dispute In The Hague

Via MercoPress, a report on Venezuela’s interest in Guyana’s oil: “We will demonstrate Guyana’s claim is inadmissible,” Venezuelan Vice President Delcy Rodríguez said on Thursday to the International Court of Justice in The Hague, which is the United Nations’ highest for resolving disputes between states. Venezuela had ramped up its claims to a huge, sparsely […]

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Egypt Dims the Lights in Cairo to Free Up More Gas for Europe

Via the Wall Street Journal, an article on Egypt’s domestic efforts to free up more gas for export: Egypt is racing to provide more natural gas to Europe by cutting back on its domestic energy consumption, part of an effort to bulk up state coffers amid an economic crisis. The Egyptian government started this summer to direct […]

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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.