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 »China’s Afghan Alchemy: Turning Copper Into Gold
January 2nd, 2010
Courtesy of The New York Times, an interesting look at China Metallurgical Group Corporation’s progress in developing its copper deposits in Afghanistan. As the article notes: “…Behind an electrified fence, blast-resistant sandbags and 53 National Police outposts, the Afghan surge is well under way. But the foot soldiers in a bowl-shaped valley about 20 miles […]
Read more »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 »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.