At The Pump, Ready To Gas Up: China’s Oil Groups Ready For More Deals
August 29th, 2011
Courtesy of The Financial Times, an interesting look at how China’s oil groups are ready for more deals: Sinopec reported a 12 per cent rise in net profit, to Rmb41bn, in the first half of the year, beating analysts’ expectations Solid first-half profits at China’s state-owned oil companies have paved the way for further […]
Read more »Brazil, the Un-China
August 23rd, 2011
Via Time, an interesting comparison of Brazil and China: When Brazilians contemplate the beauty of their country or the ability of their soccer team, they like to joke, “God is Brazilian.” It seems foreign investors have taken the joke seriously. No emerging nation has attracted portfolio flows the way Brazil has in recent years. Charts […]
Read more »China Turns To Mongolia For Natural Resources
July 17th, 2011
Via The Washington Post, an interesting article on China’s increased interest in, and acquisition of, Mongolia’s natural resources. As the report notes: Overlooking a deep black gash in the Gobi Desert, Od Jambaljamts watched Caterpillartrucks rumble across the rim of the world’s biggest undeveloped coal deposit — and mused on Mongolia’s good fortune to have […]
Read more »China Winning the Race for Central Asia’s Energy Riches
June 30th, 2011
Via the CleanTechies blog, a report on how China is presently winning the race for Central Asia’s energy riches: Many western analysts have described the post-Soviet tussle for Caspian and Central Asian energy reserves as the new “Great Game, except this time around, Russia is facing the U.S. rather than the British empire. To a […]
Read more »Laos
May 21st, 2011
Via Agence-France Presse, an interesting article on Chinese investment in Laos. As the report notes: The language is Chinese, change is given in yuan and the time is set for Beijing — but the Boten casino is in Laos, not China. This impoverished country is overrun by investments from the more powerful neighbors that surround […]
Read more »China-Uzbekistan: Gas diplomacy
April 26th, 2011
Courtesy of The Financial Times, a report on recent Chinese and Uzbekistan discussions over natural resources. As the article notes: “…China has taken another step to loosen Russia’s stranglehold on central Asian gas supplies after winning an offer from Uzbekistan to double the amount of gas it has promised to supply. Uzbekistan has already committed […]
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.