Archive for the ‘North Korea’ Category

A ‘Pipe Dream?’ Russia, North and South Korea’s Gas Pipeline Quest

Courtesy of The Diplomat, an article examining the chances for a pipeline across N. Korea to provide natural gas to S. Korea: The idea of building a commercially and politically viable gas pipeline from Russia’s Sakhalin Island fields across North Korea to provide a long-term supply to South Korea has been percolating for years as […]

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North Korea’s Destiny

Via STRATFOR (subscription required), interesting commentary on a possible scenario for the collapse of North Korea in the years ahead: As we have pointed out previously, in the principal divided-country scenarios of the second half of the 20th century — North and South Vietnam, East and West Germany, North and South Yemen — reunification was […]

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Russian Energy In The Far East

Via STRATFOR, an interesting report on Russia’s relationship with North Korea: Russia and North Korea have reached a settlement regarding North Korea’s $11 billion debt to Russia, Russian Deputy Finance Minister Sergei Storchak said Tuesday. According to Storchak, Russia has agreed to write off 90 percent of the debt amount. The remaining $1 billion would […]

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North Korea: Becoming A Passageway Between China And South Korea; Not A Buffer

Via CNN, an interesting commentary on North Korea by Parag Khanna and its potential as an economic corridor between South Korea and China: There’s never been a better time to visit North Korea. The specter of U.S.-South Korean military exercises, a potential nuclear test, assassinations of defectors in South Korea, and general saber-rattling haven’t prevented […]

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China And North Korea Explore Cooperation

Via AsiaNews, a report on China and North Korea’s cooperation: Beijing resolutely supports Pyongyang developing its economy and expects to explore new ways of cooperation, top Chinese leaders said yesterday when meeting the highest-level official from Pyongyang since Kim Jong-un took office. North Korean President Hu Jintao and Chinese Premier Wen Jiabao made the remarks […]

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China’s Support Of North Korea: Cheap At Any Price?

Courtesy of Foreign Policy, an interesting look at China’s position of supporting North Korea: For those who worry about North Korea, the past few months can best be described as a time of quiet despair. Since North Korea reneged on the “Leap Day” food aid deal in March by announcing the test of a long-range […]

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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.