The Tiger and Dragon Tussle Over Afghan Resources
June 23rd, 2010
Via The Financial Times, a look at the resource race in Afghanistan which pits India against China. As the report notes: “…Unlikely as it may seem, war-torn Aghanistan is emerging as a battlefield in a quite different sort of conflict – the fight over natural resources between China and India. The poverty-stricken country is said […]
Read more »Russia: An Energy Superpower?
June 23rd, 2010
Courtesy of Reuters, an interesting interview of Russia’s Energy Czar, Deputy Prime Minister Igor Sechin: ?“…Russian gas behemoth Gazprom (GAZP.MM) must raise its game by penetrating the swiftly growing markets of Asia after a fall in exports to European Union customers, Russia’s energy tsar told Reuters. Gazprom usually supplies a quarter of the European Union’s […]
Read more »Iran Seeking Out Both The Asian and European Energy Markets
June 18th, 2010
Via Energy Daily, a report on Tehran’s agreement on a $7 billion natural gas pipeline deal with U.S. ally Pakistan in defiance of Western efforts to bring its economy to its knees. As the article notes: “…Iran is also gearing up to make a move to participate in the giant $11 billion Nabucco gas pipeline […]
Read more »Africa’s Business Opportunity
June 13th, 2010
Courtesy of The McKinsey Quarterly, an interesting report on Africa’s investment potential: “…Africa was among the fastest-growing parts of the world between 2001 and 2008, with average growth of 5.6 percent a year. While the commodity boom played a role, stable macroeconomic conditions coupled with structural reforms—including the privatization of state-owned enterprises and lowered barriers […]
Read more »Southeast Asia
June 3rd, 2010
Via Mark Mobius’ blog, a detailed look at Southeast Asia: “…Southeast Asia, which comprises mainly of the 10 member countries in ASEAN (Association of Southeast Asian Nations) and a few others, is an often overlooked region in Asia, as a result of being overshadowed by the Asian giants, China and India. The GDP of Southeast […]
Read more »The Competition For Central Asian Energy
June 3rd, 2010
Via the BBC, an interesting look at the growing competition for control of global energy resources which some feel could spark wars on Russia’s borders, including those in Central Asia. “…Problems that involve the use of military force cannot be excluded, that would destroy the balance of forces close to the borders of the Russian […]
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.