Author Archive

Oil Groups Rush To Grab Slice Of East Africa

Via The Financial Times, a report on the renewed interest in East Africa’s energy sector: Around Christmas last year Brian Hall, chief executive of oil explorer Aminex, got a phone call from his head of operations in Tanzania. A problem at an offshore gas field was compounding electricity shortages in Dar es Salaam, the country’s […]

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Myanmar

Courtesy of The Globe and Mail, a detailed look at Myanmar: “The Rangoon Auto Salon is pulsing. Three dozen of Myanmar’s rich and powerful have put their muscle cars and SUVs on display for the invitation-only event, held outside a nightclub where a bottle of foreign liquor costs more than the average monthly salary. As […]

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Investors Look To Africa

Via The Globe and Mail, an interesting report on African investment opportunities.  As the article notes: “…Emerging markets are looking downright emerged these days, with their healthy finances, growing diplomatic clout and pricey stock markets. Now, some investors are casting their gaze upon a new opportunity: Africa. Long known as a resource-rich region to international […]

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A Dry Canal: China’s Proposed Alternative To The Panama Canal

Via The Financial Times, a look at a proposed Panama Canal rival being discussed by China and Colombia: “…China is in talks to build an alternative to the Panama Canal that would link Colombia’s Atlantic and Pacific coasts by rail – a move that Bogotá also hopes will spur Washington to push for Congressional approval […]

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Mongolian equities: “Ulan Qatar”?

Courtesy of The Financial Times, a report on the continued rise of Mongolia’s stock market: “…Mongolian equities were the world’s best performing last year, gaining an eye-watering 140 per cent in dollar terms. It is, it seems, the place to buy into China’s booming demand for commodities – mainly coal – and has investment bankers […]

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Sudan’s Divison: Impact On Oil Production

Via The Oil Drum, a look at how the division of Sudan may affect oil production from that region: “The disruption that began in Tunisia is continuing in Egypt, with changes also starting in countries such as Jordan and Yemen. And in the midst of this turmoil, the (finally) democratically dictated separation of Sudan into […]

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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.