Dinosaurs at the Tar Pit (3): Energy’s Center of Power & Resource Nationalism Is On The Move
January 23rd, 2008
As noted in today’s Financial Times, the story of energy in the 21st century has been the relative decline of the developed world as both a producer and a consumer. We have been following this trend for some time now, keeping a close eye on The New Seven Sisters in particular. As the article reports: […]
Read more »Africa: A to Z(TE)
January 12th, 2008
Via Stratfor (subscription required), an interesting look at the plans for Chinese telecommunications equipment company ZTE and Libya’s telecom regulator to build the first-ever WiMAX wireless commercial data network in Africa. While the project is intriguing in and of itself, of more note is the fact that this an early example of the coming wave […]
Read more »Virtuous Circle of Investing in Emerging Economies
January 7th, 2008
Very interesting comments by James Leitner (money manager for Falcon Management) in a recent edition of The Deal magazine regarding developing countries and the link between human rights & economic empowerment and prosperity in the developing world. As the article notes: “…Developing countries are no longer trapped at the periphery of the investable universe. Foreign […]
Read more »Increasing Ties Between China and Turkmenistan
January 7th, 2008
Via Energy Daily, an insightful analysis of the growing ties between China and Turkmenistan. As we have recently discussed on this blog in earlier posts, China National Petroleum Corp. announced it will invest $2.16 billion to underwrite construction of a planned Central Asia-China natural gas pipeline. CNPC subsidiaries PetroChina and China National Oil and Gas […]
Read more »Uzbekistan and A Russian Energy Battle: Part of Lukoil’s Capital Flight Plan?
January 4th, 2008
Via Stratfor (subscription required), a highly interesting analysis of Uzbekistan’s status as a large natural gas producer that is locked into Russia’s interests, even though it has many potential export options beyond its large neighbor. As the article notes: “…Uzbekistan, an often-ignored energy source in the heart of Central Asia, ranks among the world’s top […]
Read more »The Thirsty Dragon Deals With Chavez
January 2nd, 2008
An interesting report in the Christian Science Monitor, detailing a new oil exploration deal between China and Venezuela – China’s largest single investment in an overseas energy project to date. And while Venezuela’s motivation is likely political in nature, i.e. it is seeking a strategic geopolitical alliance, China is primarily seeking a steady supply of […]
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.