Author Archive

China’s New Frontier: South America

Courtesy of Fortune, an interesting report on the global reach of China’s telecommunications equipment manufacturers.  As the article notes, having already conquered Africa & Asia, they are now looking towards South America for growth: “At phone operator Movistar’s sales offices in Buenos Aires, customers line up to buy high-speed wireless services to access the web […]

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Regional Implications Of A Completed Chinese-Kazakh Pipeline

Via Stratfor (subscription required), interesting analysis of the broader regional implications of the recently completed pipeline between China and Kazakhstan, particularly for Russia.  As the article notes: “…Kazakhstan has finished constructing the final segment of a strategically important oil pipeline running from the Caspian Sea to western China, according to a July 1 announcement from […]

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Russia Renews Overtures to Original Seven Sisters

Via the always insightful The Oil & The Glory, interesting thoughts on Russia’s recent overtures to some of the original Seven Sisters to participate in major exploration projects.  As the article notes: “…With cash reserves running down and insufficient economic relief in sight, Prime Minister Vladimir Putin, his growl turned into a purr, is welcoming […]

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Russia: Attempting to Choke Off Potential Export Routes For Azeri Natural Gas?

Via Stratfor (subscription required & recommended), interesting analysis of the deal signed between Russia and Azerbaijan on June 29, under which Russia will pay Azerbaijan $350 per thousand cubic meters of natural gas — the highest price Russia has paid for natural gas from the Caucasus or Central Asia. As the article notes, Moscow hopes […]

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China’s Thirst For Iraqi Oil

Via The New York Times, an interesting article on China’s keen interest in Iraqi petroleum opportunities.  As the report notes: “…Chinese oil companies are expected to bid for the rights to develop Iraq’s oil fields in auctions that are set to start Tuesday, although Sinopec, the China National Petroleum Corporation and the China National Offshore […]

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China’s Loan To Turkmenistan

Via Energy Daily, a report that China has granted Turkmenistan a four- billion-dollar (2.9-billion-euro) loan for its gas sector and will receive additional supplies of Turkmen gas.  As the article notes: “…Turkmenistan and China have signed a deal on a credit of four bilion dollars as part of a meeting between Chinese Vice Premier Li […]

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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.