Continued Rise Of National Oil Companies
December 24th, 2009
Courtesy of Seeking Alpha, an interesting look at the continued rise of national oil companies: “…Iraq currently boasts the world’s third-largest proven reserves of conventional crude oil, behind Iran and Saudi Arabia. Figure 1 shows countries with the largest crude oil reserves. If Canada’s tar sands were factored in, then Iraq would be edged into […]
Read more »Paving The New Silk Road With Oil: China’s Pipelineistan
December 24th, 2009
Via The Asia Times, an in-depth look at the strategic and regional implications of the 1,833-kilometer Central Asia Pipeline from Turkmenistan to China. As the article notes: “…For all the rhapsodies on the advent of the New Silk Road, it may have come into effect for good last week, when China and Central Asia got […]
Read more »North Africa
December 22nd, 2009
Via his blog, here are Mark Mobius’ interesting thoughts on North Africa’s investment potential: “…most international sanctions against the country [Libya] were lifted in 2004, and in 2006, the U.S. removed Libya from its state-sponsored terrorism list on which Libya had stayed for 27 years. Since then, Libya has attracted a wave of interest from […]
Read more »China’s Pipeline Politics With Myanmar
December 22nd, 2009
Courtesy of STRATFOR (subscription required), a report on the recent visit by Chinese Vice President Xi Jinping to Myanmar aimed at strengthening Beijing’s energy security and geopolitical influence in the region. As the article notes: “…China-Myanmar border stability is a priority, but the primary focus of Xi’s trip is to strengthen China’s position in Southeast […]
Read more »Bhutan’s Fledgling Bourse
December 18th, 2009
Via Reuters, an interesting look at Bhutan’s stock exchange, where stocks are traded on just four computers — when they have not crashed — only twice a week. As the article notes: “…I’ve got one order to sell 2,820 shares,” said 23-year-old Deki Peldon, the only broker for today’s short trading hours in Thimphu, the […]
Read more »China’s Strategic Pipeline To Central Asia
December 15th, 2009
Courtesy of STATFOR (subscription required), analysis of the strategic energy and geopolitical implications of the recent inauguration of the Central Asia Natural Gas Pipeline, which will ship natural gas from Turkmenistan to China. As the article notes: “…Chinese President Hu Jintao visited Kazakhstan and Turkmenistan from Dec. 12 through Dec. 14, with his trip culminating […]
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.