Iran and Latin America: An Axis of Unity
December 29th, 2007
An interesting story in The San Antonio Express-News on Iran’s recent partnership with Nicaragua and Venezuela to help finance a $350 million deep-water port on Nicaragua’s wild Caribbean shore, and then plow a connecting “dry canal” corridor of pipelines, rails and highways across the country to the populous Pacific Ocean. The dry canal scheme has […]
Read more »A Shifting Balance between Gazprom and Rosneft in Russia?
December 29th, 2007
Came across Strator’s (subscription only) interesting analysis of Gazprom’s desire to purchase at least 50 percent of Rosneft’s prized subsidiary, Tomskneft, a move indicating that Gazprom may soon attempt to equal or surpass rival Rosneft’s influence in Russian petro-circles. As discussed on this blog earlier, Gazprom’s board chairman and overall political backer, Dmitri Medvedev, has […]
Read more »Iran and Malaysia Cooperate To Develop Gas Fields
December 29th, 2007
Stratfor (subscription required) recently noted that Iran and Malaysia agreed to develop the Golshan and Ferdows natural gas fields in southern Iran. As the article indicates, the $16 billion contract is a follow up to a preliminary agreement reached in January of 2007 and also includes plans to build liquefied gas production plants. While Malaysia […]
Read more »A New Vietnam – China Highway: Part of An Increased Web of Asian Trade Corridors
December 15th, 2007
The International Herald Tribune recently reported that plans for a four-lane highway from Hanoi to Kunming are expected to be confirmed soon. While this will definitely lead to the greater integration of northern Vietnam and southern China, I think its long-term significance will be measured as part of the increasing network of trade corridors within […]
Read more »Wireless Operators Dialing Africa and Other Emerging Markets For Growth
December 15th, 2007
As recently reported in the Investors Business Daily, there is a race among various cellular phone operators to grab assets in still-developing markets where wireless penetration is still well below 30%, and in some cases 10%, in many parts of Africa, southeast Asia, central Asia and other remote areas of the globe. As the article […]
Read more »North Korea’s Future Exports?
December 15th, 2007
As noted in Portfolio, North Korea is increasing its production of exportable goods in advance of what some feel will be a more relaxed trade environment in future months. Last year, North Korea sold $1.75 billion worth of products abroad, to such buyers as China and the European Union. As the article speculates, future North […]
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.