Falling Oil Prices = Falling Stars & Some Turnarounds in Fortune
January 9th, 2009
From Foreign Policy’s new blog entitled The Call, some thoughts on winners & losers from the steep drop in oil prices and the financial meltdown. As the report notes, the old Seven Sisters are now among the winners while frontier markets occupy a spot on the loser side of things: Until the middle of last […]
Read more »Pipeline Politics: Uzbekistan Cuts Gas Supply To Tajikistan
January 2nd, 2009
From the Times of Central Asia, a report that Uzbekistan recently cut gas supplies to neighboring Tajikistan by 45% in a dispute over a $7 million debt. As the article notes: “…Before this weekend, Tajikistan was receiving 40,000 cubic meters of Uzbek gas per hour. As of last night, we are receiving around 22,000 cubic […]
Read more »Disappearing Oil Market and Its Impact on The New Seven Sisters
November 30th, 2008
Via Robert Amsterdam, interesting analysis of the impact that falling oil prices may have upon financing for key production and transit projects, which could present a major strain on future supplies and in particular affect the new seven sisters & other national oil companies. As the article notes: “…With the credit tap still turned off […]
Read more »Impact of $60 Oil On The New Seven Sisters
November 8th, 2008
An interesting report by Reuters on the impact of decreased oil prices on the New Seven Sisters. As the article notes “…The world’s biggest state-owned oil companies are weathering the global financial crisis and the dive in crude prices for now, top executives said on Friday, but they warned that $60 oil could soon begin […]
Read more »Africa’s Proposed Single Free Trade Zone
October 24th, 2008
Via Stratfor (subscription required), a close look at the recent announcement that leaders from three regional African trading blocs agreed to harmonize their organizations and form a single free trade zone. The move will bring together the 26 countries that comprise the Common Market for Eastern and Southern Africa (COMESA), the East African Community (EAC) […]
Read more »Mobius on Emerging and Frontier Markets
October 21st, 2008
Via The Financial Times, an interesting report on Mark Mobius’ continued optimism on emerging markets and several which he is focused on at present. As the article notes: “…While global growth has slowed, emerging markets are still expected to grow at a much faster rate than developed markets. Predicted growth for emerging markets is an […]
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.