Archive for the ‘China’ Category

China – Turkmen Energy Deal

Courtesy of STRATFOR (subscription required), interesting analysis of issues surrounding negotiations between Turkmenistan and China over an expanded natural gas supply and loan agreement. As the article notes: “…Turkmen Deputy Prime Minister Baymyrat Hojamuhammedov said March 3 that Turkmenistan and China are still negotiating an expansion of a natural gas supply and loan agreement. This […]

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Kazakhstan Embraces Chinese Investment

Via The Financial Times, a look at the expanding relationship between China and Kazakhstan: “…Kazakhstan announced billions of dollars in deals with China on Tuesday, underlining central Asia’s gradual shift away from Moscow and towards Beijing. Meeting in Beijing on Tuesday, President Nursultan Nazarbayev of Kazakhstan and his Chinese counterpart Hu Jintao signed a series […]

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China And Mongolia: An Uneasy Relationship

Via The East Asia Forum, a report on the uneasy economic relationship between China and Mongolia.  As the article notes: “…The investment and trading relationships between China and Mongolia seems like a marriage made in heaven. Landlocked and poverty-stricken, Mongolia has an abundance of coal, copper and iron ore that China craves to feed its […]

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China, Inc.: The Newest Big Oil Company

Via Fortune, a report on increasing size and impact of China’s NOCs: “…You know the major players in big oil — Shell (RDSA), Exxon Mobil (XOM, Fortune 500), BP (BP), Chevron (CVX, Fortune 500) and a handful of other fuel goliaths. Soon though, it might be time to add China to that list. The country’s […]

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Russia: China Pipeline Is Good Politics But Not Necessarily Good Business

Courtesy of The Financial Times and Energy Daily, news that Russia’s plan to reorient its energy trade towards the east has taken a leap forward with the start of oil exports through a new pipeline to China.  As the articles note: “…The pipeline, running from Skovorodino in east Siberia to Daqing in north China, is […]

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China’s Investment Appetite Turns Towards The Muslim World

Via Fast Company, an article on a $4.5 million investment in Jordan that is only the latest of China’s “development” deals. “…China is ramping up its investments in–and friendliness with–the Muslim world, and a $4.5 million investment in development projects in Jordan, announced over the weekend, is the latest addition to that effort. This week […]

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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.