Archive for the ‘China’ Category

Kyrgyzstan: Future Economic Colony Of Russian Gazprom And China?

Via the Emerging Markets blog, an interesting report on Kyrgyzstan: The sale of Kyrgyzgaz company for a symbolic price of US $1 to Russian gas monopoly Gazprom OAO has been finalized and may represent a landmark of a new type of Russification of Kyrgyzstan. This new deal followed the one related to the military base […]

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Afghan Mining Deal With China Facing Failure

Via Deutsche Welle, an interesting report on the status of China’s large mining project in Afghanistan: Afghan natural resources are valued at $3 trillion. But for security reasons, a multibillion-dollar mining deal between Kabul and Beijing is now in jeopardy. Its failure would have a big impact on the Afghan economy. It was meant to […]

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The Uncertain Future of the Sino-Myanmar Pipeline

Via STRAFOR (subscription required), a report on an energy corridor being built by China to Myanmar: Domestic political opposition and security concerns in Myanmar could threaten an energy pipeline built in the country by China, its longtime patron. Beijing conceived of the pipeline before Myanmar began its opening to the rest of the world in […]

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Identifying Top Provincial Opportunities In China

Via Emerging Markets Insights, an interesting look at China’s provincial opportunities: Companies are expanding beyond coastal provinces into inland central and west provinces to leverage low manufacturing costs and capture growing domestic markets. To be successful in geographical expansion, multinationals need to foresee the growth trajectory of provinces and regions in China to understand from […]

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China’s Expanding Involvement in the Latin American Energy Sector

Courtesy of STRATFOR (subscription required), analysis of China’s involvement in Latin America’s energy industry: Ecuadorian Vice President Jorge Glas announced July 6 that one of China’s state-owned oil companies, China National Petroleum Corp., will take a 30 percent stake in Ecuador’s $12.5 billion Refinery of the Pacific, which will have a refining capacity of 300,000 barrels per day. […]

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The Geopolitics Of China’s New Energy Route

Via Global Policy, an interesting commentary on China’s new energy route via Myanmar: China’s state-run China National Petroleum Corporation (CNPC) completed construction of a natural gas pipeline from Myanmar to China on 28 May 2013 and is close to finishing an oil pipeline. The pipeline will start delivering gas from Myanmar’s west coast in the […]

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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.