China’s Energy Diplomacy
March 11th, 2008
Via Energy Daily, an interesting analysis of China’s energy diplomacy as part of the country’s quest for energy to feed its export economy as well as its strategic competition with India for both resources and regional influence. In addition to building of a port in Pakistan, its extra-polite friendship with the rulers of Myanmar and […]
Read more »India: A “Minnow” in Oil & Gas Exploration Potential
January 20th, 2008
An interesting look by The Financial Times at India’s auction of oil & gas exploration blocks on which the global majors have mostly shied away from bidding. As the article notes: “…India has a tough time attracting the big players. While the auction process itself is widely perceived as transparent, domestic companies tend to bid […]
Read more »$100 Oil: Creating a New World Order
November 10th, 2007
An interesting look by The New York Times at how the approach of triple-digit oil prices has redrawn the economic and political map of the world, causing oil-rich nations to enjoy historic gains and opportunities, while major importers — including China and India — confront rising economic and social costs. “…Managing this new order is […]
Read more »India’s Presence in the Central Asian Energy Market
October 27th, 2007
Via NewEurasia, a report that India ONGC Mittal Energy (a joint venture between oil and gas company ONGC Videsh and steel giant Mittal Investment) acquired a 30 percent stake in an exploration block of Turkmenistan’s reserves in the Caspian Sea. The Turkmen project will become the Indian joint venture’s fourth oil and gas holding, as […]
Read more »CHIMEA: A New Hub of International Commerce?
October 22nd, 2007
Martin Walker offers an interesting look at the emergence of a new hub of international commerce around the India Ocean which he has dubbed CHIMEA (China, India, the Middle East and Africa) in which Arab capital and energy — along with Indian & Chinese skills, investments and markets — are combining to present Africa with […]
Read more »IBSA a bird, it’s a plane, it’s the Race for Resources (Africa Edition)….
October 18th, 2007
Via Stratfor (subscription required), an interesting analysis of the second India-Brazil-South Africa (IBSA) summit held on Oct. 15-17, most notably IBSA’s influence in Africa and its potential role in the growing competition between India and China for Africa’s oil: “…India, Brazil and South Africa lack Western countries’ and China’s capital and investment capabilities and will […]
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.