Author Archive

Has China Won The Caspian Gas War?

Via Foreign Policy, a dated (2010) but still instructive look at pipeline politics in Central Asia: Natural gas is in the midst of a transformative moment. The advent of shale gas, the growth of seaborne liquefied natural gas (LNG), and a new “green” image for the old hydrocarbon brought more uses, attention and yes, even […]

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Map Of World Sized By Population & Changing Global Economy

Via Big Picture Agriculture, an interesting graphic of the world, sized by population and reflective of the globe’s changing economy, which illustrates the likelihood of a tri-polar world in which China and India are the major economic powers, counterbalanced by a bloc of the United States, Europe and Japan, whose populations together will total about […]

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Turning Crisis To Opportunity In Mongolia

Via Diplomatic Courier, an interesting look at the state of Mongolia’s economy and investment opportunities therein: The Mongolian economy, not long ago the darling of the global investment community, has hit another rough patch—with a bank collapse, slumping commodity exports, a devaluing currency, and a sharp slide in government bond prices all conspiring to produce […]

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Powering Myanmar: FDI, Geopolitics and the Appetite for Risk

Via Breaking Energy, a report on  investment in Myanmar: While residents of Myanmar protest over electricity – sometimes on pricing, other times on access and most recently on environmental concerns and Chinese involvement – foreign investors are watching Myanmar’s opening economy with hungry eyes. It’s a country with a huge population, low electrification rates and […]

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Can Iranian Gas Help Solve India’s Energy Crisis?

Via Foreign Policy, a look at the potential role Iranian gas supplies may play in alleviating India’s energy crisis: On July 31, 2012, India experienced the worst electricity blackout in history, as three of the country’s five power grids failed. People traveling on metro systems and railways were stuck for hours, without a hint of […]

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The Democratic Republic of the Congo’s Mineral Wealth

Courtesy of STRATFOR (subscription required), an interesting look at the DRC’s mineral wealth: For years, the Congo’s vast, insecure and mineral-rich geography has attracted the interests of its central and southern neighbors. The government is seated more than 1,600 kilometers (1,000 miles) from the eastern and southern provinces that contain extensive mineral deposits and potential […]

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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.