China-Uzbekistan: Gas diplomacy
April 26th, 2011
Courtesy of The Financial Times, a report on recent Chinese and Uzbekistan discussions over natural resources. As the article notes: “…China has taken another step to loosen Russia’s stranglehold on central Asian gas supplies after winning an offer from Uzbekistan to double the amount of gas it has promised to supply. Uzbekistan has already committed […]
Read more »Iraq: Operation Investment?
March 25th, 2011
Via The Globe and Mail, an update on Iraq – a market of rising potential and new-found stability in a place where one might least expect it. As the article notes: “…The Iraq Stock Exchange (ISX), launched seven years ago but until recently a stagnant backwater of an equity market, is up 30 per cent […]
Read more »Mongolia: Steppe Change or Double Dutch?
March 9th, 2011
Via The Financial Times, a report on Mongolia’s continued evolution and risk of “Dutch Disease”: “…Ulan Bator doesn’t have a McDonald’s, but it does have a Louis Vuitton. So intense has been the rush to dig up its coal, gold and base metals that Mongolia has skipped a few stages of modernisation. Prime Minister Sukhbaatar […]
Read more »China – Turkmen Energy Deal
March 5th, 2011
Courtesy of STRATFOR (subscription required), interesting analysis of issues surrounding negotiations between Turkmenistan and China over an expanded natural gas supply and loan agreement. As the article notes: “…Turkmen Deputy Prime Minister Baymyrat Hojamuhammedov said March 3 that Turkmenistan and China are still negotiating an expansion of a natural gas supply and loan agreement. This […]
Read more »Turkmenistan: TAPI’ng CarefullyThrough A Strategic Tug Of War Between China, Russia, and The West
March 2nd, 2011
Via Foreign Policy, an article on the Turkmenistan-Afghanistan-Pakistan-India pipeline or TAPI, a 1,680 km (1,050 m) natural gas line originating in the Daulatabad gas fields in southeastern Turkmenistan. As the report notes: “…It crosses Afghanistan and continues on through Pakistan ending in Fazilka, a northwestern Indian city close to the India-Pakistan border. TAPI is one […]
Read more »Cambodia: No Longer On The Frontier?
March 1st, 2011
Via The Financial Times, an interesting article on Cambodia: “…For those who want a bit of exotica in their portfolio, the world of frontier markets is getting a little broader. Hot on the heels of the newly opened Laos exchange, Cambodia is getting in on the act. Maybe. After years of on-again off-again negotiations, the […]
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.