Archive for the ‘China’ Category

North Korea’s Growing Trade Dependency on China: Mixed Strategic Implications

Via The Council on Foreign Relations, a report on the complex relationship between China and North Korea: North Korean workers nap on piles of fertilizer shipped from China on the banks of Yalu River near the North Korean town of Sinuiju (Jacky Chen/courtesy Reuters) North Korea’s trade dependency on China has skyrocketed in the past […]

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China May Fund Cambodia-Vietnam Rail

Via the Phnom Phenh Post, a report that China may fund a Cambodia-Vietnam rail line.  As the article notes: Cambodia was in discussions with the Chinese government on funding for a 250-kilometre stretch of rail line between Phnom Penh and Vietnam, in what Cambodian officials yesterday called a move away from a “complicated” Asian Development […]

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China’s Pipeline From Myanmar Under Pressure

Via China Dialogue, a look at the challenges related to the planned Chinese pipeline from Myanmar’s west coast to China: In late February, Burmese vice-president U Tin Aung Mying Oo led a ministerial delegation to Maday Island on Myanmar’s west coast, the starting point for two major pipelines that will carry oil and gas to […]

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Russia’s BRIC Power Play

Via Forbes, an interesting article on Russia’s influence on BRIC energy policy.  As the report notes: President Putin is officially back, with his swearing in scheduled for Monday, but this time he has a problem. The Russian masses have started to see through the political mist of the Kremlin; they don’t like what’s on show. […]

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China’s Influence in Myanmar

Via STRATFOR (subscription required), a look at China’s enduring influence in Myanmar: China’s Foreign Ministry released a statement today calling on Western powers to lift all sanctions on Myanmar after the country’s by-elections were regarded by international monitors as relatively free and fair. This is an unusual statement from a state that the West has […]

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Venezuelan Oil: A Risky Investment For China

Via The Washington Times, a report on China’s investment in Venezuelan oil: China has poured billions of dollars into Venezuela’s oil sector to expand its claim over the country’s massive oil reserves. But Beijing is getting relatively little for its investments, and Chinese officials are increasingly frustrated with Venezuelan President Hugo Chavez, according to energy […]

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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.