India: Russia’ing Its Search For More Oil
December 22nd, 2010
Via The Financial Times, an article on India’s Oil and Natural Gas Corporation’s quest for Russian oil assets, in particular its consideration of an equity tie-up with Sistema, Russia’s fastest growing oil company. As the report notes: “…ONGC has made no secret of its desire to acquire Russian oil assets to ease India’s dependence on […]
Read more »Argentina: China’s New Investment Frontier
December 18th, 2010
Courtesy of The Financial Times, a report on China’s increased investment in Argentina. As the article notes: When China’s largest oil producer looked overseas 14 years ago for places to invest, it settled on the then-untapped riches of Sudan.That investment, in 1996, kicked off a string of deals in Africa, as Chinese state-owned oil companies […]
Read more »TAPI’ing Around Quietly In Afghanistan
November 25th, 2010
Via StraightGoods.ca, an interesting look at the Turkmenistan, Afghanistan, Pakistan, and India (TAPI) pipeline project in Central Asia, from a Canadian perspective: “…The TAPI pipeline project has long been the elephant in the closet, quietly supported by Western powers. Countries expect to sign formal agreements in December, with construction to be completed by 2014 — […]
Read more »Vietnam Comes Calling
November 18th, 2010
Via The Financial Times, a report highlighting Viettel’s (the military-run mobile phone network operator that is Vietnam’s largest) overseas expansion in the past few years. As the article notes: “…The persistent attempts by Huawei, the Chinese telecoms equipment manufacturer, to break into into the US have been met with hostility by American legislators suspicious about […]
Read more »In The Dragon’s Reach: Cambodia
November 16th, 2010
Via China Law blog, an interesting look at China’s growing relationship with Cambodia as American and European companies begin to turn to Vietnam, Cambodia, and even Laos, for their manufacturing outsourcing due to cost increases in China. As the article notes: “• …Most of the current development seems to be highly dependent on Chinese (Hong […]
Read more »A Libyan View On National Oil Companies
November 3rd, 2010
Via McKinsey Quarterly, an in-depth interview with Dr. Shokri Ghanem, chairman of Libya’s National Oil Corporation, about the future of energy pricing, the operation of national oil companies, and their changing relationship with the international oil majors: “…Since the day in 1968 when Dr. Shokri Ghanem took a post at Libya’s Ministry of Petroleum, he […]
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.