Kazakh Oil Production
December 19th, 2011
Via Early Warning, an interesting look at Kazakhstan: The above shows Kazakh oil production (red, left scale) and the ratio of Kazakh proved oil reserves to annual production (blue, right scale). Why do we care all of a sudden, you ask? Well: About 50 people fought police on Saturday in the town of Shetpe, 60 […]
Read more »Emerging Markets: Yesterday, Today and Tomorrow
December 18th, 2011
Via Beyond Bulls & Bears, an interesting article on the state of emerging markets today: “Almost every market move these days seems to be tied to the latest headline coming from Europe. And the U.S. political deadlock on deficit reduction, high unemployment and fear of a recession hiding under the bed are certainly not helping […]
Read more »Ghana: Star Track?
December 18th, 2011
Courtesy of The Financial Times, a look at Ghana’s growth and future potential: By all measures – Ghana, with its gold and oil wealth, stable government, and double digit growth, can be considered an African success story. However, as an FT Special Report on Thursday pointed out, the country also faces its share of challenges. […]
Read more »Indonesia’s Growing Middle Class
December 13th, 2011
Courtesy of Emerging Markets Insight, a report on Indonesia’s growing middle class: Indonesia is the fourth largest country in the world in terms of population. Fast growing consumption, powered by growing affluence of the middle class, is the main driver of Indonesia’s economic growth Favorable Demographic Profile With a total population of 238 million, Indonesia […]
Read more »China Refines Overseas Oil Investment Strategy
December 13th, 2011
Via Reuters, a look how Chinese oil companies are changing their approach to investing in oil and gas projects overseas, placing more emphasis on community development and less on Beijing’s political goals. As the article notes: “…Over the past decade, China’s state-controlled energy giants have been the most prolific buyers of oil and gas companies […]
Read more »South America: Regulatory Update
December 6th, 2011
Via Emerging Markets Insights, an interesting look at some of the regulatory issues and government sales in South America, that can deeply impact the bottom line:
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.