Author Archive

India and the Gulf Are Getting Cozy With Infrastructure To Counter China

Courtesy of Foreign Policy, an article on an ambitious new project that aims to link New Delhi to the Middle East through roads, rails, and seaports: Last weekend, national security advisors from India, the United Arab Emirates (UAE), and the United States met with Saudi Crown Prince Mohammed bin Salman in Riyadh to discuss an […]

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Orlen: Is Poland’s Energy Giant A Tool Of The Government?

Courtesy of The Financial Times, an article on Poland’s energy giant, Orlen: Until a few years ago, Daniel Obajtek was the mayor of Pcim, a village whose name gets used in a derogatory way by other Poles to refer to a place in the middle of nowhere.  Now, Obajtek stands at the main crossroads of […]

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India’s Opportunity To Shape The New BRICS Moment

Courtesy of The Diplomat, commentary on India’s opportunity to shape the new BRICS direction and prevent China from using BRICS expansion to grow its strategic influence in the developing world: In the current tumult of world politics, one would have expected BRICS (Brazil-Russia-India-China-South Africa) to follow the route of the South Asian Association for Regional […]

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Kazakhstan’s Uranium Exacerbating Geopolitical Conflict in Eurasia

Courtesy of The Jamestown Foundation, a look at Kazakhstan’s unique role in the global uranium market: Kazakhstan is the largest producer and exporter of uranium globally, mining and exporting more than 40 percent of the world’s supply. Up to now, it has been the major supplier for Russia and before that the Soviet Union. But […]

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Petrobras Eyes New Investments In Guyana, Venezuela and Bolivia

Via Upstream Online, a report that Brazil’s Petrobras is eyeing new investments in Guyana, Venezuela and Bolivia: Brazilian state-controlled oil company Petrobras is assessing the possibility of carrying out fresh investments throughout South America. The signalling of a possible to return to regional investments came as Brazilian President Luiz Inacio Lula da Silva this week […]

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Cambodia Bets on BRI, But Should Also Count Costs

Via East Asia Forum, an article on Cambodia’s benefits and costs of being part of China’s BRI: China is Cambodia’s largest bilateral donor, lender, investor and trading partner. About a quarter of Cambodia’s total trade, a third of aid and two-fifths of foreign direct investment (FDI) and external debt involves China. Although Sino-Cambodian diplomatic and […]

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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.