Bullish On Africa In The China Shop…
July 12th, 2009
Via Energy Daily, an update on China’s energy “shopping spree” in Africa. As the article notes: China’s oil companies, buoyed by the country’s foreign exchange reserves that now top $2 trillion for the first time, are on another buying spree in Africa, further challenging the century-long domination of the continent’s mineral wealth by Europe’s great […]
Read more »Ukraine’s Economic & Energy Woes Merge
July 6th, 2009
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 […]
Read more »China’s New Frontier: South America
July 5th, 2009
Courtesy of Fortune, an interesting report on the global reach of China’s telecommunications equipment manufacturers. As the article notes, having already conquered Africa & Asia, they are now looking towards South America for growth: “At phone operator Movistar’s sales offices in Buenos Aires, customers line up to buy high-speed wireless services to access the web […]
Read more »Regional Implications Of A Completed Chinese-Kazakh Pipeline
July 1st, 2009
Via Stratfor (subscription required), interesting analysis of the broader regional implications of the recently completed pipeline between China and Kazakhstan, particularly for Russia. As the article notes: “…Kazakhstan has finished constructing the final segment of a strategically important oil pipeline running from the Caspian Sea to western China, according to a July 1 announcement from […]
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.