Archive for the ‘Uncategorized’ Category

Guyana’s Petroleum Future

Courtesy of STRATFOR (subscription required), a look at Guyana’s petroleum future: Highlights ExxonMobil will start producing oil from offshore wells in Guyana by 2020. The country’s initial oil production is expected to begin at around 120,000 barrels per day. Guyana’s government likely will become dependent on oil revenue over the next decade. But greater oil […]

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China Takes Stake In Russian Oil Company Rosneft

Via Eurasia Review, a report on a new chapter in Russia-China energy ties: Russia has opened its doors wider to Chinese investment with the sale of a share in state oil company Rosneft, but financial pressures and sanctions may have given it little choice. In a surprising development on Sept. 8, privately held CEFC China Energy […]

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Don’t Overlook Côte d’Ivoire

Via Global Risk Insights, a look at Cote d’Ivoire’s emergence as a powerful economic player in West Africa: Côte d’Ivoire is a frontier market often overlooked by multinationals as a viable investment opportunity. Here are some brief reasons why investors with a risk appetite should start paying attention. Growing political stability Côte d’Ivoire is no stranger […]

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The Opaque Trading Network Keeping North Korea Afloat

Courtesy of the Financial Times, a look at the web of rusty ships and shell companies keeping North Korea afloat despite tightening sanctions: For a Hong Kong company managing a small fleet of cargo ships, Union Link International hoists an exotic array of flags, from China and Tanzania to the Pacific island nations of Niue […]

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Hot and Hungry Cities: The Future of Urban Food Wars

Via Cipher Brief, a report on the rise of megacities and challenges of feeding them: This century will be defined by two trends: how we manage climate change and how we manage the rise of megacities. Over the next 20 years, the global urban population will grow from 3.5 to 5 billion people. The strain […]

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Emerging Markets In 2050

Via ValueWalk, an interesting look at emerging markets in 2050: Not long from now, the entire notion of “emerging markets” will go the way of telephone land lines and gasoline-powered cars. Soon, so-called “emerging” markets will be bigger than those that have (supposedly) been granted “developed” status. I’ve written before about how it’s strange to speak […]

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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.