China & India: The ‘Siege’ of Africa
August 24th, 2009
Via Forbes India, a report on the “siege” of Africa by China and India. As the article notes, the two countries have adopted two different strategies to engage Africa: one is trying to impress with state-sponsored might, giving away goodies and walking away with plum deals; the other is primarily sending private citizens to build […]
Read more »National Oil Companies: States In Play?
August 24th, 2009
Via Foreign Policy, an interesting short review of national oil companies and the “haves/have-nots” therein. As the report notes: “Big oil,” as Daniel Yergin notes, isn’t what it used to be. Forget the “seven sisters” — those huge companies that dominated the oil business in the 20th century. Today, at least 80 percent of oil […]
Read more »Post-War Sri Lanka: Poised For Growth?
August 24th, 2009
Via Lanka Journal, an interesting look at the economic/investment prospects of a post-war Sri Lanka. As the article notes: “…IN SRI LANKA, THE INVESTMENT AXIOM that the best time to plunge into the market is when there is “blood on the streets” is tragically literal. More than 80,000 citizens of the tiny Indian Ocean island […]
Read more »New Sister Secrets: In Depth Analysis of Pemex, PDVSA, and Petrobras
August 18th, 2009
Via The Oil & Gas Journal, an in-depth comparison of Mexico’s Petroleos Mexicanos (Pemex), Venezuela’s Petroleos de Venezuela SA (PDVSA), and Brazil’s Petroleo Brasileiro SA (Petrobras), the most talked-about and likely the most influential National Oil Companies (NOCs) in the Western Hemisphere and three of the New Seven Sisters. As the article notes: “…Pemex and […]
Read more »Brazil: Looking Inward On Oil
August 17th, 2009
Courtesy of The New York Times, a report on the Brazilian government’s decision to step back from more than a decade of close cooperation with foreign oil companies and more directly control the extraction itself. As the article notes: “…The move is part of a nationalistic drive to increase the country’s benefits from its natural […]
Read more »Turkey’s New Delight
August 14th, 2009
Via Robert Amsterdam, an interesting look at Turkey’s role in the new emerging “Great Game”. As the article notes: “…Why would Turkey sign on to a massively expensive and redundant underwater pipeline that would eliminate the transit business at the lucrative but over-trafficked Bosporus Straits? Because when it comes to Gazprom and Eni’s South Stream, […]
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.