Resource Nationalism And Structural Changes In The Global Oil System
October 2nd, 2009
Via Gregor.us (subscription required for complete newsletter), some detailed commentary of the structural changes in the global oil system and the new era of resource nationalism which has emerged. As the article notes: “…From Moscow’s Spring 2004 attack on Khodorkovsky and Yukos, to the late 2005 campaign initiated by MEND in the Niger Delta, these […]
Read more »Wireline Politics: Russia’s Telecom Diplomacy in Central & South America
October 2nd, 2009
Courtesy of Foreign Policy, an interesting report on Russian investment in Nicaragua and Venezuela, and some likely geopolitical quid pro quos. As the report notes: “…Nicaragua’s decision to legitimize Russia’s geopolitical adventures and recognize the independence of Abkhazia and South Ossetia was rather odd (I am still curious as to how many Nicaraguans were aware […]
Read more »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 »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.