Archive for the ‘Ukraine’ Category

Ukraine: Investing Where Others Fear To Tread

Via The Economist, an interesting look at the controversial strategy of a bargain-hunting international bond trader: WHEN the second world war broke out, Sir John Templeton, one of the founding fathers of Franklin Templeton, a big asset manager, made a shrewd bet. Convinced that the best time to invest was “the point of maximum pessimism”, […]

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Pipeline Politics: Russia’s Nord Stream Blows Cold Air On Ukraine’s Negotiating Position

Via STRATFOR (subscription required), thoughtful analysis on the impact that Russia’s now operational Nord Stream natural gas pipeline will have upon ongoing negotiations between Ukraine and Russia over natural gas prices.  As the article notes: Ukrainian Energy and Coal Industry Minister Yuri Boyko stated Sept. 7 that Ukraine opposes a merger between its state energy […]

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Russia’s Push to Take Naftogaz … and Ukraine

Courtesy of STRATFOR (subscription required), an interesting report on Russia’s efforts to take Naftogaz — and possibly more of Ukraine from an economic & political influence perspective.  As the analysis notes: “…Ukrainian Prime Minister Nikolai Azarov on Wednesday acknowledged that his newly elected pro-Russian government was seriously considering Moscow’s proposal to merge its state-run behemoth […]

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Ukraine’s Economic & Energy Woes Merge

Via Stratfor (subscription required), interesting analysis of the impact that Ukraine’s economic woes is having upon its energy position and potential energy crisis.  As the report notes: “…Russia’s biggest private investment bank, Troika Dialog, announced July 6 that it is willing to provide Ukrainian state energy company Naftogaz with up to $4 billion in financing […]

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Rosukrenergo

Via The Kansas City Star, an interesting article on Rosukrenergo, the mysterious firm that had acted as the intermediary between Russia & Ukraine on gas sales. As the report notes: When Ukraine and Russia ended their clash over natural gas supplies last month, resuming the flow to more than a dozen European countries, the agreement […]

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Solving Future European Gas Problems

Via The Moscow Times, a report on how one owner of RosUkrEnergo would solve future gas problems.  As the article notes: “…Russian, Ukrainian and European investors would each own a third of the company, Firtash said in an interview Saturday. He controls 45 percent of Swiss-registered RosUkrEnergo, the sole importer of gas to Ukraine since […]

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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.