Rwanda’s Strategy For Development
March 26th, 2009
Via Fast Company, an interesting look at Rwanda’s efforts to rebuild and expand its economy. As the article notes: “…The country doesn’t have much going for it. It’s landlocked, largely deforested, and ridiculously packed: About the size of Vermont, it has 16 times more people. Fifteen years after the genocide that killed an eighth of […]
Read more »Venezuela’s Oil: “At The Service of China”
March 16th, 2009
Via Bloomberg, a report that PetroChina Co. and Venezuela will build a refinery in Guangdong province that will rival the biggest Chinese oil-processing plant by capacity as the two nations reinforce their energy ties. As the article notes: “…PetroChina, the country’s largest oil company, will “further realize” the agreements with Venezuela on the 400,000 barrel-a-day […]
Read more »Medium Term Geopolitical Power of Oil: Tilting Towards Asian/Chinese Financiers
February 24th, 2009
We’ve tracked the series of long term oil deals being signed by the Chinese around the world (most recently, in Brazil & Russia) and now Steve LeVine (via Business Week) has provided an analytical piece explaining how the current underinvestment in production is going to lead to another boom cycle in prices – however this […]
Read more »Doubling Down? China Invests In Africa
February 6th, 2009
As recently reported in The New Yorker, China has maintained its appetite for African investments, despite the economic downturn. As the article notes: “Some developed Western countries hit by the financial crisis are reducing their investment in Africa. Objectively, this is a powerful opportunity for Chinese businesses to expand their investment and market share in […]
Read more »Falling Oil Prices = Falling Stars & Some Turnarounds in Fortune
January 9th, 2009
From Foreign Policy’s new blog entitled The Call, some thoughts on winners & losers from the steep drop in oil prices and the financial meltdown. As the report notes, the old Seven Sisters are now among the winners while frontier markets occupy a spot on the loser side of things: Until the middle of last […]
Read more »Pipeline Politics: Uzbekistan Cuts Gas Supply To Tajikistan
January 2nd, 2009
From the Times of Central Asia, a report that Uzbekistan recently cut gas supplies to neighboring Tajikistan by 45% in a dispute over a $7 million debt. As the article notes: “…Before this weekend, Tajikistan was receiving 40,000 cubic meters of Uzbek gas per hour. As of last night, we are receiving around 22,000 cubic […]
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.