Archive for the ‘Dubai’ Category

Iran, Dubai, and Economic Sanctions

An interesting article in The New York Times Magazine on the strategy and impact of economic sanctions against Iran.  As the article notes, the idea is to prevent a country reliant on global trade — as an ancient empire, a station on the Silk Road across Asia and a modern petroleum powerhouse — from being […]

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Oil Rich Nations Place Their Bets

Found a highly insightful article in the recent Harvard Business Review (subscription required) which examines where oil-rich Gulf countries are investing staggering sums brought about by the combination of the gigantic American trade deficit and the price of oil at more than $125 per barrel which have created an attendant pool of financial liquidity among […]

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Axis of Commerce

Via Portfolio Magazine, an interesting look at how U.S. companies are using Dubai as an illegal conduit into Iran. “…Despite sanctions aimed at stemming the sales of U.S. products to Iran, the goods are still getting there. U.S. sanctions were first imposed against Iran in 1979, during the hostage crisis. The current embargo dates back […]

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Ka$hakhstan

Via Arabian Business, an interesting look at the wave of Middle Eastern investment targeting Kazakhstan. Up for grabs is the vast and untapped commodity wealth of a country the size of Western Europe, with all the wheat, copper and uranium that Gulf states need. As the article notes: “…The head of investment banking at Renaissance […]

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Dialing for Dollars (or Dirhams?): Gulf Arab Telcos Expanding Their Area Codes

Two recent reports on Gulf Arab telecom operators continuing their expansionist trends out of their home markets, where most have been riding a wave of economic growth spurred by a five-fold increase in oil prices since 2002.  First, an article detailing Saudi Telecom’s – the largest Arab telecom firm by market value – $2.6 billion […]

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A Thirsty Dragon Strikes in Turkmenistan

Via Energy Daily, reports that one relatively obscure Western oil company – Ireland’s Dragon Oil – managed to beat out mega-competitors such as ExxonMobil, Chevron, BP and Royal Dutch Shell to develop Turkmenistan’s nascent Caspian oilfields, the result of years of careful planning during a time when oil traded for below $20 a barrel, and […]

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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.