Archive for the ‘South 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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Could Russia pipe gas to Seoul via North Korea?

Via The BBC, a report on the possibility of Russia piping gas to Seoul via North Korea.  As the article notes: “…Looking at the map, it is a no-brainer. Less than 700km (435 miles) separate one of the world’s biggest energy producers and one of its neediest consumers. Russia sells natural gas; South Korea wants […]

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Northeast Asia’s Tumen Basin Initiative

Via Northeast Asia Matters, a detailed look at the Tumen Basin which many hope will develop into a place for economic cooperation and competition. As the report notes: “…the Greater Tumen Initiative (GTI), formerly known as Tumen River Area Development Project (TRADP), being carried out under the auspices of the United Nations Development Programme (UNDP). […]

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Turkmenistan’s Energy Deals

Via Energy Daily, a report on Turkmenistan’s recent decision to award contracts worth 9.7 billion dollars to a series of foreign companies to develop one of the world’s most prized gas fields.  As the article notes: “…China National Petroleum Corporation, South Korea’s LG International and UAE-based Petrofac International are among the firms set to develop […]

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South Korea Deals for Russian Gas

Via Reuters, news that South Korea agreed on a $90 billion deal to import Siberian gas that should allow Russia to diversify away from Europe while bringing North Korea closer to its neighbour via pipeline diplomacy.  As the article noted: “…South Korea’s Energy Ministry said in a statement the country wanted to import up to […]

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Getting a Unified Economy on Track…

As reported by The International Herald Tribune, North and South Korea began regular cargo train service across their heavily armed border Tuesday for the first time in more than a half century. While I do not think that the 12-car train or the construction materials, shoes, underwear and other items will make a marked difference […]

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WILDCATS AND BLACK SHEEP
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.