Archive for the ‘Malaysia’ Category

2022: A Good Year for Petronas

Courtesy of The Diplomat, an article on how Petronas – Malaysia’s state-owned energy giant – benefited from the global spike in oil and gas prices, but its long-term future is less certain: By any measure, 2022 was a banner year for Petronas, Malaysia’s state-owned energy giant. Petronas deals mainly in extracting, refining , and selling […]

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India, Vietnam, Thailand, Malaysia, and Bangladesh: The World’s New Factories

Via BusinessInsider, a report on how India, Vietnam, Thailand, Malaysia, and Bangladesh are stepping up to replace China as the world’s factory: China’s COVID policies are pushing companies to diversify supply chains away from the country. They had already begun moving out due to geopolitical tensions and tariffs from the Trump era. India, Vietnam, Thailand, […]

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Malaysia, Congo, Chad Want To Join OPEC

Via Oil, a report on some new countries’ ambitions to join OPEC: Chad, Congo, and Malaysia are all lining up to join OPEC, Gabriel Mbaga Obiang Lima, the energy minister of the cartel’s newest member Equatorial Guinea, told Russian outlet Sputnik on the sidelines of the CERAWeek conference in Houston on Wednesday.  In Africa, countries like […]

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Growth From The Ground Up In Iskandar

Via Mark Mobius’ blog, a look at Iskandar, Malaysia: Our emerging markets team isn’t too keen on following crowds. Part and parcel of Templeton’s contrarian approach is traveling to places others aren’t, and thinking about the long-term potential in specific industries and companies that may not be on others’ radar screens. One place we’ve had […]

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Malaysia’s Petronas Bidding For Onshore Myanmar Field

Via Reuters, a report that Malaysia’s state oil firm Petronas has put in a bid for an onshore energy field in Myanmar.  As the article notes: “…At the moment in Myanmar we are only offshore and the business has been quite good,” Wee [Executive Vice President of Exploration and Production Wee Yiaw Hin] told reporters […]

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Shake Up At Petronas

Courtesy of The Wall Street Journal, a report on Malaysia’s recent decision to replace the top executive of its giant national oil company.  As the article notes, the move: “….has sparked concern among analysts, employees and opposition leaders that the government wants to assert more control over the company. The move, they fear, could threaten […]

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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.