Archive for the ‘China’ Category

China’s Strategic Pipeline To Central Asia

Courtesy of STATFOR (subscription required), analysis of the strategic energy and geopolitical implications of the recent inauguration of the Central Asia Natural Gas Pipeline, which will ship natural gas from Turkmenistan to China.  As the article notes: “…Chinese President Hu Jintao visited Kazakhstan and Turkmenistan from Dec. 12 through Dec. 14, with his trip culminating […]

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Central Asian Energy

Courtesy of Stratfor (subscription required and recommended), a terrific two-part analysis of Uzbekistan withdrew from Central Asia’s Unified Power System, a synchronized electric grid linking Kazakhstan, Uzbekistan, Kyrgyzstan and Tajikistan. The move is part of a series of disputes between Central Asia’s five countries. The region’s geography and distribution of resources is likely to make […]

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Turkmen Gas Reserves: A Riddle Wrapped In An Enigma…?

Via Gundogar, an article noting that questions have recently been raised about whether the gas resources of Turkmenistan are in fact as spectacularly voluminous as verified last year by the British firm, Gaffney Cline & Associates.  As the report notes: “…Gaffney Cline certified that the new South Yoloton field held between 4 trillion and 14 […]

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China’s Global Oil Ambitions

Courtesy of The Financial Times, an excellent look at the reach of China’s state oil companies around the globe.  As the article notes: On a leafy street in Almaty, a few hundred miles from Kazakhstan’s border with China, the elegant mansion of China National Petroleum Corporation is kept under close guard. Behind its closed shutters, […]

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An Energy Corridor For China’s Oil In Sudan?

Courtesy of Energy Daily, a report that China and Kenya are discussing a huge project to develop a port on the Kenyan coast and a corridor creating a new export route for China’s oil in Sudan’s secessionist south.  As the article notes: Most of Sudan’s oil is in the south — which has a semi-autonomous […]

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Russia Gives China Gas

Via The New York Times, news that Gazprom signed a general trade agreement with China National Petroleum Corporation during a state visit by Russian officials.  As the article notes: “…The deal calls for the supply of nearly 2.5 trillion cubic feet of gas per year via two potential routes originating from Siberia. China has one […]

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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.