Burmese Dreams?
September 30th, 2009
While not specifically investment oriented, an interesting New York Times Op-Ed on Myanmar and the likely path forward in this enigmatic country & market in the short-term: The U.S. decision to engage with Myanmar’s generals is a recognition of reality, however brutal. Years of sanctions have failed. Emotional support for the jailed opposition leader Daw […]
Read more »Uganda’s Oil
September 29th, 2009
Via The New York Times, some details on Uganda’s recent oil discovery. As the article notes: “…The discovery of 800 million barrels of oil has been confirmed in Uganda by Tullow Oil, Europe’s largest independent oil producer. The find is valued at $50 billion — and it appears that’s just the start. In an interview […]
Read more »Is Capitalism Coming To North Korea?
September 29th, 2009
Courtesy of Fortune, an interesting article on an American entrepreneur who is trying to set up a university in North Korea that would offer, among other things, an MBA program. As the report notes: “…James Kim, an American businessman turned educator, once sat in the very last place that anyone in the world would wish […]
Read more »CNOOC’ing On Nigeria’s Door…
September 29th, 2009
Via The Globe and Mail, a report that China is in talks with Nigeria to buy large stakes in some of the world’s richest oil blocs in a deal that would eclipse Beijing’s previous efforts to secure crude overseas. As the article notes: “…The attempt could pitch the Chinese into competition with western oil groups, […]
Read more »In From The Cold: Myanmar No Longer An Outpost of Tyranny
September 27th, 2009
Courtesy of Stratfor (subscription required), analysis of recent U.S. moves to modify its policy toward Myanmar by moving beyond the current sanctions regime to include direct engagement with the military government, a strategy that could weaken China’s influence in a country that is playing an increasing role in China’s overseas energy strategy. As the article […]
Read more »Pipeline Politics
September 25th, 2009
Via The Asia Times, a detailed report on pipeline politics in Europe and Russia, where the main challenge is about energy and influence in the “old continent”. As the article notes: “…For three centuries, Russia has attempted to gain access to the Mediterranean Sea, and all this time the traditional European powers, France and Britain, […]
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.