Russia’s Energy Secret and The Chinese Threat
December 30th, 2007
A very interesting article in Newsweek, which details that – despite its aggressive energy-related dealings – Russia can barely meet its own demand. While reading this report, I can’t help but think of the Cold War years in which Russia (and other states for that matter) aggressively portrayed & projected its strength internationally, while the […]
Read more »Gas’ing Up: China Pays For a Central Asian Pipeline
December 30th, 2007
I noticed via The International Herald Tribune, that China’s biggest oil company – China National Petroleum Corp. – has agreed to spend US$2.2 billion to help build a natural gas pipeline from Turkmenistan that will eventually supply energy for booming cities such as Shanghai. Just yet another matching of mutual interests – China’s desire to […]
Read more »A New Vietnam – China Highway: Part of An Increased Web of Asian Trade Corridors
December 15th, 2007
The International Herald Tribune recently reported that plans for a four-lane highway from Hanoi to Kunming are expected to be confirmed soon. While this will definitely lead to the greater integration of northern Vietnam and southern China, I think its long-term significance will be measured as part of the increasing network of trade corridors within […]
Read more »Wireless Operators Dialing Africa and Other Emerging Markets For Growth
December 15th, 2007
As recently reported in the Investors Business Daily, there is a race among various cellular phone operators to grab assets in still-developing markets where wireless penetration is still well below 30%, and in some cases 10%, in many parts of Africa, southeast Asia, central Asia and other remote areas of the globe. As the article […]
Read more »Pipelines: Carrying Oil and A New Balance of Power from Kazakhstan Towards China
December 11th, 2007
Via Stratfor (subscription required), an excellent analysis of how the balance of power between China, Russia and the United States will change now that ground has been broken on the final portion of a pipeline linking the massive energy reserves of the Caspian Sea directly to China (namely the pipeline connecting the Kazakh cities of […]
Read more »China: A Bull in Iran’s Oil “Shop”
December 10th, 2007
As reported in The Financial Times, Iran signed a $2bn oil contract with Sinopec of China, sending a signal to western companies that they might miss out on potentially lucrative contracts with one of the world’s biggest energy exporters if they continued to heed US-led sanctions against Tehran. As the article notes: “…The contract to […]
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.