Can Iranian Gas Help Solve India’s Energy Crisis?
March 27th, 2014
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 […]
Read more »Iran-Pakistan Pipeline: Is There Scope For Hope?
March 25th, 2014
Via Eurasia Review, a look at the proposed Iran-Pakistan oil pipeline: The stalled Iran-Pakistan (IP) gas pipeline is symptomatic of the reshuffle in the bilateral relations between India and Iran and Saudi Arabia and Pakistan. As Iran shifts its focus towards India, Saudi Arabia has channelled its efforts towards strengthening ties with Pakistan. The fate […]
Read more »Investing In Iran: Not Such A Frontier Market
March 11th, 2014
Courtesy of The Financial Times, two interesting articles on Iran as a potential investment destination. The first lays out the general investment thesis for Iran today: There are frontier investment markets, and then there is Iraq. Bombings and fighting killed at least 42 people on Thursday alone, in nine or more separate explosions from Baghdad […]
Read more »India: Advancing Trade Plans With Iran
March 6th, 2014
Via STRATFOR (subscription required), an interesting analysis of closer economic ties between India and Iran: Summary India is trying to open up more direct trade corridors with Central Asia. Two of the country’s largest state-owned ports have enlisted the help of a private firm to help develop Iran’s southeastern port of Chabahar. According to media […]
Read more »Assets Of The Ayatollah
November 12th, 2013
Courtesy of Reuters, a very interesting multi-part look at how Khamenei’s conglomerate thrived as sanctions squeezed Iran: Part 1: A Reuters investigation details a key to the supreme leader’s power: a little-known organization created to help the poor that morphed into a business juggernaut worth tens of billions of dollars. The 82-year-old Iranian woman keeps […]
Read more »How Iran Plays the Oil Game … and Wins
October 7th, 2013
Via OilPrice.com, an interesting article on Iran’s oil strategy: Instability in Libya and other parts of North Africa may be giving international investors the jitters. In August, U.S. energy explorer Apache Corp. said it had enough of the political upheaval in Egypt and sold its assets there to its Chinese counterpart, Sinopec. In neighboring Libya, […]
Read more »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.