Archive for March, 2024

Why Angola’s Latest Visit to China Is Good for the G7

Courtesy of The Diplomat, a report on Angolan President Lourenço’s recent visit to Beijing which took place amid the talk of growing global competition between the United States and China in the Southern African region: Whatever metric you are looking at, when it comes to Africa-China relations, Angola is typically close to (if not at) […]

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The Scareometer: Assessing the Economic Threat Posed by the Anti-Western Axis of China, Russia, and Iran

Courtesy of The Economist, a look at how China, Russia and Iran are forging closer ties Vladimir Putin, Russia’s president, and Ebrahim Raisi, his Iranian counterpart, have several things in common. Both belong to a tiny group of leaders personally targeted by American sanctions. Even though neither travels much, both have been to China in […]

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Azerbaijan’s SOCAR, Congo Discuss Oil and Gas Collaboration

Via Energy, Capital & Power, a report on exploratory discussions between Azerbaijan and the Republic of Congo: President of the State Oil Company of Azerbaijan (SOCAR) Rovshan Najaf met with the Presidential Adviser for International Strategy of the Republic of Congo Francoise Joly to discuss potential cooperation in various areas of the oil and gas sector. Najaf and Joly […]

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ADNOC and BP Announce New Gas Joint Venture in Egypt

Via BP, an announcement of a new gas joint venture in Egypt: JV to initially focus on development of gas assets in Egypt Deepens long-standing partnership and complements the companies’ strategic growth plans ADNOC and bp today announce that they have agreed to form a new joint venture (JV) in Egypt. The JV (51% bp […]

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Malaysia’s Forest City Went From Boomtown to Ghost Town

Courtesy of Foreign Policy, a report on how China’s real estate collapse is sinking projects beyond its borders: On an island in the Singapore Strait, a thicket of apartment blocks peers mournfully over the sea. A corps of green-shirted gardeners dutifully tends the lawns and herbaceous borders along the roadside. A few cars slip along smooth […]

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Oil’s Endgame Will Be In the Gulf

Courtesy of The Economist, an article on life in a world characterized by a structural decline in oil demand, a world in which all roads still lead to Saudi Arabia: The run-up to a special OPEC symposium held in Vienna last July saw concerted efforts to show the cartel to be effective and united. Pressure […]

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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.