The Rest Has Risen…
January 16th, 2010
Via Newsweek, an interesting look at the performance of emerging market indices in the past decade. As the article notes: “…If you had any doubt about what Fareed Zakaria calls “the rise of the rest,” consider a new Bank of America Merrill Lynch report on the performance of emerging markets over the past decade. If […]
Read more »China’s Search For Oil
January 13th, 2010
Via Abu Dhabi’s The National, a look at China’s state-controlled enterprises efforts to secure oil and gas supplies wherever they can be obtained in order to feed the growing energy appetite of the world’s second-largest economy. As the article notes: “…When the going gets tough, China goes shopping for energy assets. Last year, Beijing sent […]
Read more »Turkmenistan, Iran, Turkey: A New Phase in Energy Competition?
January 7th, 2010
Courtesy of STRATFOR (subscription required), an interesting analysis of the decision by Turkish Energy Minister Taner Yildiz to join Iranian President Mahmoud Ahmadinejad and Turkmen President Gurbanguly Berdimukhammedov at the Jan. 6 inauguration ceremony for a natural gas pipeline running from Turkmenistan to Iran. As the article notes, Yildiz’s presence raises the possibility that new […]
Read more »The Evolving Pipeline Politics In Central Asia
January 5th, 2010
Courtesy of The Japan Times, an interesting article on the evolving pipeline politics of Central Asia. As the report notes: “…The opening early last month of a new Central Asia-China gas pipeline is the latest demonstration of Beijing’s growing influence over the natural resources of the region. China’s voracious appetite for energy resources has led […]
Read more »A Gloom Over Vietnam
January 5th, 2010
Courtesy of The Financial Times, a gloomy prognosis on Vietnam’s economy. As the article notes: “…A flurry of new building in downtown Hanoi, endless swarms of new motorbikes in Ho Chi Minh City: by some standards Vietnam’s economy is powering into 2010. But many economists and business executives remain stubbornly gloomy. Vo Truong Son should […]
Read more »Turkmenistan’s Energy Deals
January 4th, 2010
Via Energy Daily, a report on Turkmenistan’s recent decision to award contracts worth 9.7 billion dollars to a series of foreign companies to develop one of the world’s most prized gas fields. As the article notes: “…China National Petroleum Corporation, South Korea’s LG International and UAE-based Petrofac International are among the firms set to develop […]
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.