Wireless Operators Dialing Africa and Other Emerging Markets For Growth
December 15th, 2007
As recently reported in the Investors Business Daily, there is a race among various cellular phone operators to grab assets in still-developing markets where wireless penetration is still well below 30%, and in some cases 10%, in many parts of Africa, southeast Asia, central Asia and other remote areas of the globe. As the article […]
Read more »Quick Flip? Oil-Rich Nations Use More Energy, Reducing Exports
December 9th, 2007
Via The New York Times, a very interesting article on how the economies of many big oil-exporting countries are growing so fast that their internal need for energy is reducing the amount they can sell abroad, adding new strains to the global oil market. This growth, if it continues, would see several of the world’s […]
Read more »The Not-So-Empty Quarter
November 28th, 2007
From Energy Daily, news that Saudi Arabia is upgrading the Shaybah oil production facility in the country’s barren southeastern Rub’ al Khali desert, as part of an agenda to bolster its already dominant role supplying more oil to the world than any other country. As the article notes: “…barrel for barrel, there’s more oil below […]
Read more »More Evidence that Big Oil Shrinking in Influence…
November 16th, 2007
In my 10 November post ($100 Oil: Creating a New World Order), I focused on the shift in power away from traditional Big Oil towards state run oil companies in some emerging nations. Steve LeVine, in his always informative Oil and Glory blog, offered further evidence today of the shrinking influence of Big Oil: “…After […]
Read more »C it go — Chavez’s Petrocracy Scales Back Profits at Citgo
November 16th, 2007
A very interesting WSJ article on Citgo – which Venezuela bought two decades ago to market its hard-to-refine heavy oil – changing its focus to feed cash to President Chávez’s social programs in Venezuela.  As the article notes: “…while other U.S. refiners have invested heavily to take advantage of historically wide profit margins in the […]
Read more »The New Seven Sisters: Sending Big Oil the Way of the Dinosaurs?
November 2nd, 2007
An interesting post from Oil and Glory noting an evolutionary shift in the oil business that will see the growing marginalization – and probable absolute shrinkage – of Big Oil over the next decade and beyond, in favor of the New Seven Sisters. The main reason, according to the article, is that the oil majors: […]
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.