Kazakhstan: Deep Value?
July 25th, 2010
Via The Financial Times, an up-to-date look at Kazakhstan and recent market performance there. As the article notes: “…Value investors tend to think of themselves as having a stronger character than the rest of the crowd. They certainly need it, since they often have to live with losing positions for uncomfortably long periods. Right now […]
Read more »A Central Asian Conundrum: Bringing Petroleum To The World
July 25th, 2010
Courtesy of The New York Times, a detailed look at the geopolitical challenge of bringing Central Asian petroleum to the world. As the article notes: “…Even as the petroleum industry continues drilling in the Gulf of Mexico at considerable expense and risk, a single field here in Central Asia stands ready to produce two-thirds as […]
Read more »A Chinese Silk Road Comprised of Pipelines And Railroads
January 29th, 2010
Via Window On Eurasia, an interesting look at Beijing’s active program to restore the eastern part of the Silk Road and tie Central Asia closer to China. As the article notes: “…Moscow analyst Aleksandr Shustov describes both what China has been up to in this regard not only involving gas pipelines but also railways and […]
Read more »The Evolving Pipeline Politics In Central Asia
January 5th, 2010
Courtesy of The Japan Times, an interesting article on the evolving pipeline politics of Central Asia. As the report notes: “…The opening early last month of a new Central Asia-China gas pipeline is the latest demonstration of Beijing’s growing influence over the natural resources of the region. China’s voracious appetite for energy resources has led […]
Read more »China’s Strategic Pipeline To Central Asia
December 15th, 2009
Courtesy of STATFOR (subscription required), analysis of the strategic energy and geopolitical implications of the recent inauguration of the Central Asia Natural Gas Pipeline, which will ship natural gas from Turkmenistan to China. As the article notes: “…Chinese President Hu Jintao visited Kazakhstan and Turkmenistan from Dec. 12 through Dec. 14, with his trip culminating […]
Read more »Central Asian Energy
December 5th, 2009
Courtesy of Stratfor (subscription required and recommended), a terrific two-part analysis of Uzbekistan withdrew from Central Asia’s Unified Power System, a synchronized electric grid linking Kazakhstan, Uzbekistan, Kyrgyzstan and Tajikistan. The move is part of a series of disputes between Central Asia’s five countries. The region’s geography and distribution of resources is likely to make […]
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.