44% Of Global Oil Production Taking Place In Countries With A ‘High Risk’ Of Resource Nationalism
March 1st, 2012
Via Maplecroft, a look at the risks of resource nationalism in many of the world’s most important hydrocarbon producers: At a time when the cost of oil is spiking again, due mainly to the interruption of supplies to Western countries from Iran, a new Maplecroft report reveals that further risks to global energy prices are […]
Read more »The End Of Cheap China: Vietnam, Burma/Myanmar, Globalization, And The Next Big Thing
March 1st, 2012
Via The China Law Blog, an interesting commentary on the impact of rising wages in China: One of the things that I love about my job is hearing about the next big thing. Most next big things never actually become a big thing, but the fun is in the sorting. It seems that any time […]
Read more »Capitalizing On Cambodia
February 29th, 2012
Courtesy of Mark Mobius’ blog, an article on Cambodia’s economic progress and investment potential: My recent visit to the enchanting Cambodia can only be described as exciting. This charming kingdom is home to the Angkor Wat, one of the most important archaeological sites in South-East Asia. The temple contains the magnificent remains of the different […]
Read more »Geopolitics Of Laos
February 29th, 2012
Via The Myanmar Times, a report on Laos: CHINA and Vietnam are the twin planks that keep Laos afloat. Barely a month goes by without leadership delegations from Beijing and Hanoi descending on Vientiane, as they both have already done this month. That these visits are invariably fruitful is no surprise. Indeed, it is hard […]
Read more »The New Axis Of Oil: Africa & South America
February 29th, 2012
Via The Oil and the Glory, an interesting article on the new axis of oil — Africa and South America. As the article notes: “…A key new travel route for oil executives is the south Atlantic shuttle between the west coast of Africa and the east coast of South America. This is because, geologically speaking, […]
Read more »Forget Asia: Look At Sao Tome, Guinea Bissau, Guinea Conakry, Gambia or Benin
February 24th, 2012
Via The Economic Policy Journal, an interesting article on Africa’s investment potential. As the report notes: Doug: Lobo, you were in Africa – the Congo – last time we talked. How did that go? L: I saw a lot of changes from my previous visit to the DRC in 2006. That brings up an interesting […]
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.