Archive for the ‘China’ Category

Brazil to Join the Battle for Africa’s Energy Riches

Via OilPrice.com, an interesting report on Brazil’s increased interest in Africa’s energy resources: In October Brazilian President Dilma Rousseff made a state visit to Africa, consisting of South Africa, Mozambique and Angola. Quick – what was President Roussef’s insider edge in Mozambique and Angola? Two things. First, Brazil, along with Angola and Mozambique, were originally […]

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Today’s Great Game: China, India, Iran and Pakistan Crowd Russia in Central Aisa

Courtesy of James Brooke, an interesting look at the geopolitics of Central Asia: When I was in Dushanbe, India’s defense minister just happened to be in the neighborhood, and popped in for a visit. After the traditional bread and honey welcome ceremony at the airport, he met behind closed doors with Tajikistan’s defense minister and […]

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China: Passing The Buck in Afghanistan?

Via Foreign Policy, an interesting article on China’s economic interests in Afghanistan which, so far, have not been mirrored by any security investments.  As the report notes: “…As we pass the 10-year anniversary of the US-led war in Afghanistan, most attention has been focused on how much longer the United States intends to stay in […]

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Zambia: Striking The Dragon

Courtesy of The Financial Times, an interesting article on recent strikes at Chinese-owned mines in Zambia.  As the report notes: Zambia, the landlocked country in southern Africa that is the continent’s biggest copper producer, has been in the headlines a lot since new President Michael Sata won elections last month. Among other things, the country […]

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The Geopolitics of Oil Refining: China’s Entry into a Venezuelan-Brazilian Oil Deal

Courtesy of STRATFOR (subscription required), a report on China’s support of a faltering deal between Venezuelan state-run oil company Petroleos de Venezuela (PDVSA) and Brazilian energy company Petroleos Brasileiros (Petrobras) over the Abreu e Lima refinery possibly as a way of tying Brazil to Venezuela, hobbling Brasilia’s ability to compete elsewhere.  As the article notes: […]

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Kazakhstan’s Asia Shift

Via The Silk Road Intelligencer, a report that Kazakhstan is leaning further towards Asia in economic matters: The key question at Kazakhstan’s annual oil and gas conferences in October – Kazenergy and Kioge – concerned the Karachaganak oilfield. Agreement between the Kazakh government and the Karachaganak Petroleum Operating (KPO) consortium is not expected before 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.