China To Build A New Oil & Gas Pipeline Across Myanmar
November 20th, 2008
Via Energy Daily, a report that China will build a new oil & gas pipeline across Myanmar. As the article notes: “…Work on the oil and gas line will begin in southwest China’s Yunnan province in the first half of 2009, the state-run China Daily reported, indicating a project that has been in the planning […]
Read more »Investing in Africa and Ecuador
November 19th, 2008
Via Portfolio, an article extolling the investment opportunities in Africa and Ecuador. As the report notes: “…His big idea, as glossed this speech, is that poor resource-rich countries, such as a lot of African states, are largely immune from the global financial crisis since they were never really part of the global financial system to […]
Read more »Fishing For Investment Returns In The Caspian
November 19th, 2008
Via The Silk Road Intelligencer, an interesting look at The Sturgeon Fund, launched in December 2006, to target the “Turkestan” region, comprising Central Asia and the Caucasus. As the article notes: “…The fund gives exposure to markets that on the one hand are not explored by mainstream funds, and on the other that, with the […]
Read more »Proposed Impact of Gazprom Price Increases on Europe
November 19th, 2008
Via Stratfor (subscription required), an interesting report that certain European states have told Russian natural gas giant Gazprom that if the firm raises natural gas prices at the beginning of 2009, they will not be able to pay the bill. As the article notes: Europe gets roughly a quarter of its natural gas supplies from […]
Read more »Russia & Georgia: Energy Negotiations
November 19th, 2008
Via Stratfor (subscription required), a report that Russia and Georgia — whose relationship is still shattered after the war between them in August — are to start energy negotiations in mid-December. As the article notes: “…Georgia currently relies on Russian natural gas to fulfill approximately 60 percent of its domestic demand, with neighboring Azerbaijan fulfilling […]
Read more »China’s Energy Diplomacy in Southeast Asia
November 17th, 2008
From The Asia Pacific Journal, an interesting look at China and Vietnam’s efforts to resolve their long-running territorial disputes in the South China Sea, especially over energy, as their export-oriented economies slow under the impact of global financial turmoil and deepening recession. As the article notes “…Under the plan, Chinese and Vietnamese companies will be […]
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.