Archive for the ‘Uncategorized’ Category

A New Era in Caspian Pipeline Politics?

Courtesy of The Oil And The Glory, an interesting analysis of the new era of pipeline politics which has emerged in the Caspian region in the past months.  As the article notes: “…For the last decade and a half, the main theater for U.S.-Russian fireworks has been pipeline politics. Washington won the first battle with […]

Read more »



More Pipe Dreams? White Stream and Nord Stream Updates

Via Energy Daily, an update on the White Stream and Nord Stream pipeline projects.  As the article notes: “…Georgia signed a memorandum of understanding in Tbilisi with the London company responsible for the planned White Stream pipeline under the Black Sea to Europe.White Stream would bring gas from the Caspian region along a complex route […]

Read more »



Rwanda’s Strategy For Development

Via Fast Company, an interesting look at Rwanda’s efforts to rebuild and expand its economy.  As the article notes: “…The country doesn’t have much going for it. It’s landlocked, largely deforested, and ridiculously packed: About the size of Vermont, it has 16 times more people. Fifteen years after the genocide that killed an eighth of […]

Read more »



Venezuela’s Oil: “At The Service of China”

Via Bloomberg, a report that PetroChina Co. and Venezuela will build a refinery in Guangdong province that will rival the biggest Chinese oil-processing plant by capacity as the two nations reinforce their energy ties.  As the article notes: “…PetroChina, the country’s largest oil company, will “further realize” the agreements with Venezuela on the 400,000 barrel-a-day […]

Read more »



Medium Term Geopolitical Power of Oil: Tilting Towards Asian/Chinese Financiers

We’ve tracked the series of long term oil deals being signed by the Chinese around the world (most recently, in Brazil & Russia) and now Steve LeVine (via Business Week) has provided an analytical piece explaining how the current underinvestment in production is going to lead to another boom cycle in prices – however this […]

Read more »



Doubling Down? China Invests In Africa

As recently reported in The New Yorker, China has maintained its appetite for African investments, despite the economic downturn. As the article notes: “Some developed Western countries hit by the financial crisis are reducing their investment in Africa. Objectively, this is a powerful opportunity for Chinese businesses to expand their investment and market share in […]

Read more »


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.