Identifying Top Provincial Opportunities In China
July 25th, 2013
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 […]
Read more »China’s Expanding Involvement in the Latin American Energy Sector
July 25th, 2013
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. […]
Read more »The Geopolitics Of China’s New Energy Route
July 2nd, 2013
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 […]
Read more »Beijing’s Plans For A Post-Karzai Kabul
June 22nd, 2013
Courtesy of Foreign Policy, some analysis of China’s role in Afghanistan post-2014: Hamid Karzai’s derailment of this week’s planned U.S. peace talks with the Taliban may have been a disappointment to Washington’s hopes of ending its longest war — but it disappointed Beijing, too. China welcomed the breakthrough in the Qatar process, and sees a […]
Read more »China and Central Asia: A Significant New Energy Nexus
June 17th, 2013
Via The European Financial Review, an in-depth look at China’s interest in Central Asian petroleum reserves: China now accounts for almost 20 percent of the world’s energy consumption and its demand is still growing at high speed. In order to keep up with the expanding industry China turns to Central Asia with ambitious gas line […]
Read more »China’s Global Reach
June 2nd, 2013
Courtesy of the New York Times, an OpEd on the global reach of China’s state capitalism: THE combination of a strong, rising China and economic stagnation in Europe and America is making the West increasingly uncomfortable. While China is not taking over the world militarily, it seems to be steadily taking it over commercially. In […]
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.