Archive for the ‘China’ Category

Russia And China: Shared (Border) Interests

Via Mark Mobius, some commentary on the shared interests of Russia and China: Whether our neighbors are as close as the airplane seat next to us or across a national border, most would probably agree that while we may not see eye to eye, peaceful cooperation makes more sense than tense relations. China and Russia […]

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China’s Obstacles to Investing in Mongolian Mining

Courtesy of STRATFOR (subscription required), a report on China’s challenges to establishing large scale mining projects in Mongolia: A coal mine in China’s Inner Mongolia province in 2010 In 2010, Chinese state-owned mining companies began making several ambitious bids for stakes in Mongolian coal and metals mining operations. The moves reflected Beijing’s ongoing efforts to […]

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The Sino Indian Vietnamese Triangle: Old Grudges, Hydrocarbons, And Geopolitical Gamesmanship

Via Energy Tribune, a very interesting two-part series examining the complicated history of the relationships between India, China, and Vietnam, especially as they revolve around oil & gas resources: Vietnam is a country that has seen its share of war, suffering and hardship. From its days of French colonial rule and the 1950s war to […]

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China And North Korea Explore Cooperation

Via AsiaNews, a report on China and North Korea’s cooperation: Beijing resolutely supports Pyongyang developing its economy and expects to explore new ways of cooperation, top Chinese leaders said yesterday when meeting the highest-level official from Pyongyang since Kim Jong-un took office. North Korean President Hu Jintao and Chinese Premier Wen Jiabao made the remarks […]

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China Brokers Tentative Oil Agreement Between The Sudans

Via Foreign Policy, an interesting look at China’s role in brokering a tentative oil agreement between the Sudans: China — a growing diplomatic powerhouse in Africa — played a vital role in securing a preliminary agreement on transit fees for hundred of thousands of barrels of oil being piped from South Sudan’s oil fields through […]

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China’s Pipe Dream Turns Into a Public Relations Nightmare

Via Energy Tribune, an article on China’s oil & gas pipeline project in Myanmar: China’s oil and gas pipeline in Myanmar is making progress and projected for completion by mid 2013. Yet all is not well for the Middle Kingdom with its long-time ally Myanmar. Despite spending billions on the pipeline and trying to appease […]

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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.