Sun Is Shining on Morocco, Tunisia, and Lebanon
September 19th, 2008 Interesting perspective from Portfolio Magazine, noting that Morocco, Tunisia, and Lebanon are the only countries among 70 tracked by the MSCI that have stock markets in positive territory this [...]
Libya
September 18th, 2008 Via The Oil Drum, an excellent analysis of Libya’s oil production and consumption patterns, plus some projections going forward. As the article notes: “…The country’s oil [...]
Iran’s Options
September 17th, 2008 Via Stratfor (subscription required), an interesting analysis on Iran’s option of “cozying up” to Moscow and using that relationship as leverage in talks with the West, or [...]
Iran & Venezuela: Building an Energy Axis in South America
September 15th, 2008 Courtesy of Reuters, news that Iran, Ecuador, and Venezuela have agreed to build a refinery and a petrochemical unit in Ecuador.  As the article reports: “An agreement was signed between Iran [...]
Turkey: Forging An Energy Partnership with Azerbaijan & Armenia?
September 15th, 2008 Via Stratfor, an interesting look at the possibility that Turkey, Armenia, and Azerbaijan will enter into an energy relationship to counter the effects of Russia’s gains in the region after its [...]
Spigot Strategy: Will Tengiz Oil Flow East Instead?
September 12th, 2008 Via BusinessWeek, an interesting analysis of Kazakhstan’s position in the overall race for Central Asia hydrocarbons, particularly the likelihood that future production from the massive Tengiz [...]

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.