Zambia: Striking The Dragon
October 23rd, 2011
Courtesy of The Financial Times, an interesting article on recent strikes at Chinese-owned mines in Zambia. As the report notes: Zambia, the landlocked country in southern Africa that is the continent’s biggest copper producer, has been in the headlines a lot since new President Michael Sata won elections last month. Among other things, the country […]
Read more »Where China Meets India: The Improbably Bright Future of Myanmar
October 22nd, 2011
Via the New York Times, a review of an interesting book focused on Myanmar. As the article notes: “…As economies and societies all around them have flourished, two countries have been strikingly left out of the East Asian boom of the past generation: North Korea and Myanmar. The strategic importance, internal miseries and governing oddities […]
Read more »The Geopolitics of Oil Refining: China’s Entry into a Venezuelan-Brazilian Oil Deal
October 21st, 2011
Courtesy of STRATFOR (subscription required), a report on China’s support of a faltering deal between Venezuelan state-run oil company Petroleos de Venezuela (PDVSA) and Brazilian energy company Petroleos Brasileiros (Petrobras) over the Abreu e Lima refinery possibly as a way of tying Brazil to Venezuela, hobbling Brasilia’s ability to compete elsewhere. As the article notes: […]
Read more »Turkmenistan Slams Russian Attempt To Hinder Project To Build Gas Pipeline Supplying Europe
October 20th, 2011
Courtesy of The Washington Post, a report that energy-rich Turkmenistan lashed out recently at what it says is a Russian attempt to stymie the creation of a natural gas supply route to Europe. As the article notes: “…The Turkmen Foreign Ministry said in a statement that it supports the European Union’s plans to broker negotiations […]
Read more »Kazakhstan’s Asia Shift
October 18th, 2011
Via The Silk Road Intelligencer, a report that Kazakhstan is leaning further towards Asia in economic matters: The key question at Kazakhstan’s annual oil and gas conferences in October – Kazenergy and Kioge – concerned the Karachaganak oilfield. Agreement between the Kazakh government and the Karachaganak Petroleum Operating (KPO) consortium is not expected before the […]
Read more »Investing In North Korea
October 14th, 2011
Two interesting articles on North Korea, perhaps the most enigmatic of all frontier markets. The first, via Forbes, looks at potential early efforts to bring Coca-Cola to North Korea: Global capital is an inherently lonely trade, but as Gabriel Schulze ambles into the conference room of Yanggakdo International Hotel, a towering edifice separated by a […]
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.