Archive for the ‘China’ Category

A Future SCO Energy Club and China’s Increasingly Close Ties with Kazakhstan

As noted in a recent Central Asia News article, China and Kazakhstan signed several bilateral agreements during the visit of Chinese President Hu Jintao, which some observers and analysts say will galvanize the development of Kazakh-Chinese relations. Among the most notable were agreements on: “…an extension of the Sino-Kazakh Atasu-Alashankou oil pipeline, linking mainland China […]

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Chinese Carmaker Moves into Iran

Noticed this on Automotive World, and was struck by two things.  First, it is just yet another example of China reaching out to smaller developing markets, especially those “off-limits” to the west for various reasons.  And, second, the joint venture’s annual output – up to 200,000 cars – is a large number that indicates the […]

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China, Chad, and a Pan-African Aggregation Grid?

Noticed an interesting article in today’s International Herald Tribune, further emphasizing China’s interest in gaining access to Africa’s petroleum resources. While we have reviewed China’s engagement of several African markets in previous posts, this was the first article focused primarily on Chad.   “….Despite advanced prospecting by French and other Western firms dating back to […]

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CNPC’s deal with Turkmengas … really a done deal for the first non-Russian route for gas exports out of Central Asia?

Given Turkmenistan’s tendency to “revisit” agreements (especially when other potential customers such as Turkey, Pakistan, Europe, and Russia are also knocking on the door re: buying gas), it may be prudent to wait and see how this deal shakes out, but certainly another good example of China’s (via CNPC) efforts to lock up alternatives to […]

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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.