The New Silk Road?
November 12th, 2011
Via The Diplomat, an article on the United States’ hopes that a combination of trade and infrastructure can help steer Afghanistan away from unrest – and Russia. As the report notes: The United States has launched a new strategy for Afghanistan’s economic development, aimed at making the war-torn country a hub of commerce rather than […]
Read more »Look South, Not East
November 12th, 2011
Via Parag Khanna, an interesting commentary on his view that – while the Obama administration is turning to Asia for the defining competition of the next century – if the United States actually wants to win, it’ll need Latin America. As the article notes: With Barack Obama’s administration pivoting toward Asia and with the U.S. […]
Read more »Iran Forgets India and Keeps Pitching Peace Pipeline to Pakistan
October 25th, 2011
Via GreenProphet, an interesting article on Iran’s efforts to woo Pakistan to join in a natural gas “peace” pipeline project. As the report notes: Iran, becoming more isolated appeals to Pakistan to move ahead with natural gas “peace pipeline.” Saboteurs have already had their say in the idea. Image via BSO-NA As Iran becomes […]
Read more »Mozambique: The World’s Newest Petro-State
October 21st, 2011
Via Oil and Glory, a report that U.S. and Italian companies say they have found the natural gas equivalent of more than 4 billion barrels of oil offshore from Mozambique. As the article notes: “…The news is larger than Mozambique, as we see again that long stretches of the African continent from north to south […]
Read more »Emerging Markets – Decoupled From The Crisis?
October 20th, 2011
Via Emerging Markets Insight, a highly interesting pair of charts analyzing the results of Frontier Strategy Group’s proprietary model to test the assumption that “emerging markets are decoupled from western economies (G7)”: “…In 2008, we found that certain markets such as Nigeria and Peru were not only decoupled but provided multinationals with consistently high growth […]
Read more »BP Pipeline – Late But Good
October 15th, 2011
Via The Financial Times, a commentary onBP’s recently announced plans to use the existing infrastructure of Turkey and Azerbaijan to bring gas to the Turkish-Bulgarian border where it would be picked up by the Southeastern European Pipeline (SEEP) and transported through Bulgaria and Romania to Hungary and the rest of central Europe: For years the […]
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.