Gas’ing Up: China Pays For a Central Asian Pipeline
December 30th, 2007
I noticed via The International Herald Tribune, that China’s biggest oil company – China National Petroleum Corp. – has agreed to spend US$2.2 billion to help build a natural gas pipeline from Turkmenistan that will eventually supply energy for booming cities such as Shanghai. Just yet another matching of mutual interests – China’s desire to […]
Read more »Mexican Oil: Pemex-isstic About the Future
December 30th, 2007
Via The Economist, an interesting analysis of Mexico’s hydrocarbon industry and reserves, detailing the Mexican energy ministry’s rather shocking forecast that total oil production would decline to 2.5m b/d unless policies were reformed, and would remain roughly constant even if the industry were liberalised. Such a decline is a problem for both Mexico and the […]
Read more »Africa and the Middle East: FT’s Next Investing “Hot Spot”
December 30th, 2007
Today’s Financial Times points out the increased interest in North African and Middle Eastern stock markets, with several well-known funds aiming to invest up to US$1 billion in the region. While we have been following these markets for some time now, the reports anoints the markets as the “next investing hot spot.” As the article […]
Read more »Dubai: Iran’s Hong Kong
December 30th, 2007
An interesting article in Terra Daily recently, comparing Dubai’s current & cultural associations with Iran to that which Hong Kong historically played for China (before the mainland opened up).  As the article notes, Dubai “…is to Iran’s theocracy what British-ruled Hong Kong was to China’s Communist overlords — a gigantic entrepot.” Given the similarity, […]
Read more »Peru’sing Oil Reserves in South America
December 29th, 2007
An interesting article in The Wall Street Journal, detailing Dallas-based Hunt Oil Company’s big bet that it can make money in Peru and other spots that big oil companies won’t touch. As the article notes, the venture is a throwback to true wildcatting (and black sheep) days: “…The company’s biggest wager is on Peru. Royal […]
Read more »Kyrgyzstan’s Oil
December 29th, 2007
While Kazakhstan and Turkmenistan understandably garner most of the attention related to Central Asia’s hydrocarbon reserves, New Eurasia recently offered an intriguing look at Kyrgyzstan’s potential in the sector, particularly efforts of one company – Manas Petroleum – in the Ala-Too range. While the overall quantities (relative to Kazakhstan and Turkmenistan) may be small, they […]
Read more »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.