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 »Mongolia: Sitting On A Gold Mine…
September 27th, 2009
Via Barron’s, a brief look at Mongolia’s natural resource potential, in light of the country’s recent decision to abolish a windfall-profits tax on gold and copper, an impediment that many felt had held back development. As the article notes: “…Tsakhiagiin Elbegdorj, president of the central Asian democracy that is wedged between Russia and China, was […]
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 »Africa and Oil: Can The Resource Curse Be Avoided?
September 25th, 2009
Via Foreign Policy, an interesting Eurasia Group commentary on major new oil finds in Uganda, Ghana, and Sierra Leone and whether they will bolster government revenue, finance social spending, and lift entire communities out of poverty — or not. As the article notes: “…The resource curse is about to be put to the test again […]
Read more »Oil Nationalism in Latin America
September 23rd, 2009
Courtesy of Foreign Policy In Focus, an interesting report on oil nationalism in Latin America. As the article notes: “…Latin America is endowed with 132 billion barrels of “proven” oil. Venezuela, Brazil, Mexico, and Ecuador have significant reserves and strong state involvement in the exploration and production of oil through their nationalized companies Petróleos de […]
Read more »China, Angola, and Oil
September 22nd, 2009
Via Africa-Asia Confidential, a report that China’s relations with Angola suffered a setback this month when Luanda turned down the acquisition by China National Offshore Oil Corporation and Sinopec of a coveted oil block, and a look at the complicated ownership structure of Sonagol Sinopec International (SSI), a joint venture between Sinopec and China Sonangol […]
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.