Archive for February, 2008

Dinosaurs at the Tar Pit: Big Oil as Road Kill on The Hydrocarbon Highway?

From The Times (UK), more news on the decline of Big Oil in favour of government-controlled national oil companies in big producer countries such as Saudi Arabia, Russia, Iran and Venezuela. The share of the world’s oil reserves controlled by the big Western oil companies, such as BP, Shell and ExxonMobil, has fallen to less […]

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The Iron Silk Road (2): China Railroads Central Asia

As we have discussed earlier in this forum, China is attempting to draw Central Asia into its orbit by developing extensive energy links with the region’s nations but, as noted here earlier & reinforced by a recent Stratfor analysis, it now attempting to capture the whole of Central Asian economic life. As the analysis notes: […]

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Calling Dear Leader: Orascom’s North Korean Mobile Licence

As reported in Arabian Business, Orascom Telecom – the fourth-biggest Arab mobile phone operator by market value – announced that its subsidiary, CHEO Technology (in which the North Korean government also owns 25%), won the first mobile phone licence in North Korea. Orascom stated that it plans to invest $400 million on infrastructure and licence […]

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About This Blog
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.