Archive for the ‘China’ Category

How China Took Control of Ecuador’s Oil

Via Reuters, an interesting article on China’s control of Ecuador’s oil: China’s aggressive quest for foreign oil has reached a new milestone, according to records reviewed by Reuters: near monopoly control of crude exports from an OPEC nation, Ecuador. Last November, Marco Calvopiña, the general manager of Ecuador’s state oil company PetroEcuador, was dispatched to […]

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China’s Venezuela Exposure

Via The Dipomat, a report on China’s engagement with Venezuela: The visit of Venezuelan President Nicolás Maduro to China last month was, on the face of it, a cause for quite a bit of relief for Beijing. After all, strong Beijing ally Hugo Chavez had only passed away in March, and there was some concern […]

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Mongolia, China: An Encouraging Signs for Investors

Courtesy of STRATFOR (subscription required), a report on Mongolia’s changing attitude towards Chinese investment: Mongolian Prime Minister Norovyn Altankhuyag (L) greets Chinese President Xi Jinping in Beijing on Oct. 25. Summary On Oct. 26, less than a month after Mongolia’s parliament voted to scrap a foreign investment law designed to prevent Chinese state-owned enterprises from […]

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Kashgar: On The Move

Via The Diplomat, an interesting look at Kashgar: China’s westernmost city, Kashgar lies at the edge of the Taklamakan Desert, closer to Bagdad than Beijing. For travellers and traders coming from Central Asia and Pakistan, the city offers a first glimpse of China. Yet, in most cases, Kashgar strikes them for its similarities to the […]

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The Iron Silk Road: Reconnecting the Russia-North Korea Rail Link

Courtesy of STRATFOR (subscription required), an interesting look at the reconnected Russia-North Korea rail link: North Korea and Russia marked the reopening of a cross-border rail link connecting Russia’s Khasan with North Korea’s Rason port development zone. The rail reconnection, agreed upon more than a decade ago, will initially be used by Russia to transport […]

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China’s New Friends In Its Quest For Energy

Courtesy of the New York Times, a look at China’s efforts to participate in petroleum projects around the world: On the northern reaches of the Caspian Sea, not far from this old Soviet town known for its oil and sturgeon, lies a vast new oil find, the biggest outside the Middle East. China was rebuffed […]

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WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.