Archive for the ‘Ukraine’ Category

China-Kyrgyzstan-Uzbekistan Railway Remains Uncertain

Via Third Pole, an article on the China-Kyrgyzstan-Uzbekistan railway which – after more than two decades of negotiations – remains stalled on basic issues, with no clear way forward: The China-Kyrgyzstan-Uzbekistan railway (CKU) has been under discussion for almost 25 years, but construction may never begin. Despite numerous high level meetings the three countries have failed to […]

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A Pipelineistan Fable For Our Times

Via the Asia Times, an article on how Ukraine was supposed to prevent Russia from deepening energy ties with Germany, but it didn’t work out that way: Once upon a time in Pipelineistan, tales of woe were the norm. Shattered dreams littered the chessboard – from IPI vs. TAPI in the AfPak realm to the neck-twisting Nabucco opera in Europe.  […]

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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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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.