A Dry Canal: China’s Proposed Alternative To The Panama Canal
February 18th, 2011
Via The Financial Times, a look at a proposed Panama Canal rival being discussed by China and Colombia: “…China is in talks to build an alternative to the Panama Canal that would link Colombia’s Atlantic and Pacific coasts by rail – a move that Bogotá also hopes will spur Washington to push for Congressional approval […]
Read more »Mongolian equities: “Ulan Qatar”?
February 18th, 2011
Courtesy of The Financial Times, a report on the continued rise of Mongolia’s stock market: “…Mongolian equities were the world’s best performing last year, gaining an eye-watering 140 per cent in dollar terms. It is, it seems, the place to buy into China’s booming demand for commodities – mainly coal – and has investment bankers […]
Read more »Sudan’s Divison: Impact On Oil Production
February 13th, 2011
Via The Oil Drum, a look at how the division of Sudan may affect oil production from that region: “The disruption that began in Tunisia is continuing in Egypt, with changes also starting in countries such as Jordan and Yemen. And in the midst of this turmoil, the (finally) democratically dictated separation of Sudan into […]
Read more »China And Mongolia: An Uneasy Relationship
February 13th, 2011
Via The East Asia Forum, a report on the uneasy economic relationship between China and Mongolia. As the article notes: “…The investment and trading relationships between China and Mongolia seems like a marriage made in heaven. Landlocked and poverty-stricken, Mongolia has an abundance of coal, copper and iron ore that China craves to feed its […]
Read more »Talking Turkey
February 13th, 2011
Via Nick Vardy, a look at Turkey: “Strategically ensconced between the European West and the Islamic East, Turkeyis a country of just over 72 million people — roughly twice the population of California. The unheralded “economic tiger” of emerging markets, Turkey grew at an average rate of 7.5% between 2002 and 2006, faster than any other OECDcountry […]
Read more »A Flow Of Troubles For Iran-Pakistan pipeline
February 5th, 2011
Courtesy of The National, a look at the troubles making the Iran-Pakistan gas pipeline project a risky venture and, in some people’s eyes, a pipe dream. As the article notes: “…Pakistan’s south-western province of Balochistan, which shares long borders with Iran and Afghanistan, is the key area for strategic gas pipeline projects from energy-rich Iran, […]
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.