China & Nigeria: The Honeymoon is Over
December 6th, 2008
Via Africa-Asia Confidential, an interesting look at growing discord in the relationship between China and Africa, specifically Nigeria. As the article notes: “The catastrophic failure in November of Nigeria’s US$340 million, Chinese-built satellite NIGCOMSAT-1, launched only a year ago, is the latest, most visible indication of increasing difficulties between Beijing and its most sought-after and elusive […]
Read more »China To Build A New Oil & Gas Pipeline Across Myanmar
November 20th, 2008
Via Energy Daily, a report that China will build a new oil & gas pipeline across Myanmar. As the article notes: “…Work on the oil and gas line will begin in southwest China’s Yunnan province in the first half of 2009, the state-run China Daily reported, indicating a project that has been in the planning […]
Read more »China’s Energy Diplomacy in Southeast Asia
November 17th, 2008
From The Asia Pacific Journal, an interesting look at China and Vietnam’s efforts to resolve their long-running territorial disputes in the South China Sea, especially over energy, as their export-oriented economies slow under the impact of global financial turmoil and deepening recession. As the article notes “…Under the plan, Chinese and Vietnamese companies will be […]
Read more »Russia: CPC Down; Kazakhstan-China Pipeline To Go
November 6th, 2008
Via Stratfor, a detailed analysis of the implications arising from Russia increasing its share in the Caspian Pipeline Consortium (CPC) to 31 percent after buying a 7 percent stake from Oman. The Kremlin has now reached its objective in controlling a key east-west oil pipeline in Central Asia, giving Russia even greater leverage in tampering […]
Read more »China’s Confidence in Long Term Value of Oil: Chinese Takeover of Russian Oil
October 30th, 2008
From Robert Amsterdam’s insightful blog, an interesting analysis of recent high level agreements between China and Russia in the energy field. As the article notes “…First let’s review what China is throwing into Russia, and what they expect to receive in return. Under significant pressure to refinance company debt, state-owned oil company Rosneft has managed […]
Read more »The Thirsty Dragon: China Ponders A Pipeline Loan to Russia
October 29th, 2008
Stratfor (subscription required) provided an excellent analysis of the recent discussions between China and Russia over a potential $20 -$25 billion loan to Russian state-owned companies Transneft and Rosneft to build a connector to the Eastern Siberian Pacific Ocean pipeline and ship oil to China. As the article notes: “…China is pondering giving Russia’s state-owned […]
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.