The Future of Petronas: Pemex or Petrobras?
As reported by Stratfor (subscription required), Malaysia’s energy giant Petronas could go broke within a decade if the government takes all of its profits under a new tax scheme, the [...]
Private Equity Funds Turn Toward Cambodia
Via The Wall Street Journal, an interesting look at how, as Vietnam’s overheated economy teeters on the brink of crisis, its neighbor Cambodia is being labeled the next frontier market for [...]
Resource Nationalism and The New Seven Sisters
A very interesting Reuters article on how resource nationalism — countries nationalizing and controlling their domestic oil industries — is changing the way global oil markets respond to [...]
Iran’s Oil: Bounty & Curse
Via AFP, an interesting brief examination of a century of oil in Iran, with a particular focus on how subsidies & mismanagement is preventing the country from realizing the potential of either [...]
A Knot of Pipeline Projects/Proposals: The Caspian Conundrum
Via Radio Free Europe, an insightful look at the multitude of Caspian pipeline projects that leaders of the Caspian Sea littoral states — Azerbaijan, Russia, Kazakhstan, Turkmenistan, and Iran [...]
India and Central Asia
As recently presented by the Foreign Policy Association, India has recently increased its diplomatic and strategic movements in Central Asia. Given that we examined China’s interest in Central [...]

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.