Archive for the ‘China’ Category

Turkmenistan’s Energy Deals

Via Energy Daily, a report on Turkmenistan’s recent decision to award contracts worth 9.7 billion dollars to a series of foreign companies to develop one of the world’s most prized gas fields.  As the article notes: “…China National Petroleum Corporation, South Korea’s LG International and UAE-based Petrofac International are among the firms set to develop […]

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China’s Afghan Alchemy: Turning Copper Into Gold

Courtesy of The New York Times, an interesting look at China Metallurgical Group Corporation’s progress in developing its copper deposits in Afghanistan.  As the article notes: “…Behind an electrified fence, blast-resistant sandbags and 53 National Police outposts, the Afghan surge is well under way. But the foot soldiers in a bowl-shaped valley about 20 miles […]

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China’s Pipeline Politics With Myanmar

Courtesy of STRATFOR (subscription required), a report on the recent visit by Chinese Vice President Xi Jinping to Myanmar aimed at strengthening Beijing’s energy security and geopolitical influence in the region.  As the article notes: “…China-Myanmar border stability is a priority, but the primary focus of Xi’s trip is to strengthen China’s position in Southeast […]

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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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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.