Archive for November, 2022

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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Vietnam Urged To Get China-Backed Railway Project On Track

Courtesy of the South China Morning Post, an article on Vietnam being urged to get China-backed railway project on track and avoid ‘missed opportunities’ despite concerns: For the past seven years, the name of a Vietnamese railway project has appeared in every diplomatic joint statement and declaration between Beijing and Hanoi. But so far, it […]

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China Seals One of the Biggest LNG Deals Ever With Qatar

Via Bloomberg, an article on a recent LNG agreement between China and Qatar: China signed a landmark $60 billion agreement for purchases of liquefied natural gas from Qatar, as the world’s second-largest economy looks to bolster its energy security for decades. Qatar Energy will send Sinopec 4 million tons of LNG a year starting in 2026, the state-controlled […]

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Uzbekistan Halts Gas Exports Due To Decreasing Production

Via Eurasianet, a report on Uzbekistan’s decision to halt gas exports: Uzbekistan says it has all but entirely stopped exporting natural gas and instead increased imports of the fuel amid a surge in domestic demand in the early stages of winter. Deputy Energy Minister Sherzod Khodjayev said on November 16 that daily exports of gas have decreased […]

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India’s Reliance Aggressive Retail Ambitions

Courtesy of The Financial Times, an article on India’s Reliance’s ruthless retail ambitions: Hurrying out of a Reliance grocery store, travel company clerk Pallavi Savand reaches for her mobile phone, running on Reliance’s Jio network. Back at home, she will flip open a laptop bought from Reliance Digital. Soon she might wear Reliance — she is […]

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Saudi Aramco Leads Riyadh’s $30bn Investment Push Into South Korea

Courtesy of The Financial Times, a report on deals announced by Saudi Arabia as Crown Prince Mohammed bin Salman visited Seoul recently: Saudi Aramco has announced a $7bn investment in a petrochemical factory in South Korea, as part of a $30bn package of agreements between Riyadh and Seoul as Crown Prince Mohammed bin Salman forges […]

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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.