Archive for the ‘China’ Category

China’s Ties With Pakistan

Via Stratfor (subscription required), an interesting analysis of China and Pakistan’s recent discussions regarding greater economic cooperation and a strengthened strategic partnership.  Because the relationship now is concerned more with access to, and protection of, natural resources, Beijing is undertaking a serious reassessment of its ties with Islamabad, with an eye on Pakistani-U.S. relations.  As […]

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China’s Growing Economic Influence in Central Asia

From The Foreign Policy Association, a nice summary of China’s growing influence in the Central Asian states.  As the article notes, recent projects include: “-A 960-kilometer oil pipeline from Western Kazakhstan to Western China has partially started operations and should be carrying 20 millions tons of the black gold annually in only a few years […]

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South Korea Deals for Russian Gas

Via Reuters, news that South Korea agreed on a $90 billion deal to import Siberian gas that should allow Russia to diversify away from Europe while bringing North Korea closer to its neighbour via pipeline diplomacy.  As the article noted: “…South Korea’s Energy Ministry said in a statement the country wanted to import up to […]

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Sinopec’s Bid for Syrian Petroleum Assets

Via The Financial Post, an interesting article on China Petrochemical Corporation’s (Sinopec) offer to pay $1.9 billion for Tanganyika Oil Co. to gain oil and natural gas operations in Syria.  As the article notes: “…The bid for Tanganyika came one month after Sinopec Group lost to India’s Oil & Natural Gas Corp. in the tussle […]

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China and Venezuela: Increased Energy Cooperation

Energy Daily recently reported that China and Venezuela signed several energy agreements that will allow the South American country to export half a million barrels of oil a day to the Asian giant from 2009. As the article notes: “…Venezuela, the fifth exporter of crude oil in the world, currently only represents 4 percent of […]

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Spigot Strategy: Will Tengiz Oil Flow East Instead?

Via BusinessWeek, an interesting analysis of Kazakhstan’s position in the overall race for Central Asia hydrocarbons, particularly the likelihood that future production from the massive Tengiz field may end up going to China vs. other export lines.  As the article notes: “…getting the oil out of the landlocked country [Kazakhstan] has always been a tricky […]

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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.