Pandemic Slows Central Asia’s Gas Exports to China
September 9th, 2020
Via The Diplomat, an article on COVID’s impact on exports of natural gas from Central Asia to China: Natural gas exports from the Central Asian republics began to see major drops as a result of the global economic slowdown in the wake of the coronavirus pandemic. China, the main buyer of natural gas from Kazakhstan, […]
Read more »Central Asian Nations Want To Kick-Start The BRI
June 18th, 2020
Via the Lowy Institute, an article on how Central Asia’s economic fortunes are increasingly bound to Beijing: For China, the Covid-19 question is answered by more Belt and Road. As Foreign Minister Wang Yi put it at a press conference during the 13th National People’s Congress in Beijing last weekend: The impact of Covid-19 on the Belt and […]
Read more »Will Caspian Trade Flow into the Persian Gulf?
May 31st, 2020
Via Window on Eurasia, commentary on the potential for north-south trade in Central Asia: Uzbekistan and Turkmenistan have agreed to promote the expansion of rail traffic from their countries through Iran to Oman and thus to the world ocean, a path that China will likely be the biggest beneficiary of and that will challenge Moscow’s […]
Read more »China’s Gas Cuts Raise Pressure On Central Asia
May 23rd, 2020
Via Eurasia Review, a look at the impact of China’s gas demand reductions on Central Asia: As China cuts back on its commitments to import natural gas, it is trying to spread the shortfall among its increasingly hard-pressed suppliers. Hints of tensions have been rising since early March when reports first surfaced that PetroChina, the […]
Read more »Central Asia’s Force Majeure Fears: COVID-19’s Impact On China’s Natural Gas Demands
March 18th, 2020
Via Eurasia Review, a report on COVID-19’s impact on China’s demand for natural gas from Central Asia: China’s COVID-19 outbreak has seen Beijing’s demand for natural gas stutter, after years of breakneck expansion. In February, China’s natural gas demand was estimated to have fallen 17 percent year-on-year, and while there were some subsequent indications of recovery for liquefied natural […]
Read more »The Greater Caspian Region: A New Silk Road, With or Without A New Belt
March 7th, 2020
Via The Atlantic Council, an interesting look at Central Asia and the new Silk Road: With the signing of a US-Taliban peace agreement, now might be a good time to look ahead to how Afghanistan might strengthen its economic connectivity with both its neighbors and more distant markets. Now, there will be a 135-day period 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.