Blog Archives

Saif Group

Nice history of how Pakistan’s Saif Group has exploited that country’s instability over the last fifty years to generate massive returns. They’re currently looking for a way to drill for hydrocarbons in Taliban territory. (Answer is simple: buy them off.) … Continue reading

16. September 2009 by Shlok Vaidya
Categories: Thinking | Tags: , , | 1 comment

Pakistan Oil Disruption

AP Burqa-clad assailants armed with Kalashnikov rifles and hand grenades attempted to attack an oil terminal in southern Pakistan but were thwarted by a security guard who was gunned down as the suspects escaped, officials said Tuesday. The three attackers, dressed … Continue reading

15. September 2009 by Shlok Vaidya
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The Global Ghost Fleet

Fantastic read about where the shipping industry stands, and where it’s parking its excess capacity. Rough time to be a shipping broker/insurer. Industry tanking while excess capacity continues growing at the rate of when your business was at its peak. … Continue reading

14. September 2009 by Shlok Vaidya
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Zephyr Teachout on Virtual College

In the Washington Post. Can’t give it full treatment now. Makes some points but requires some pushback. -Shlok Sign up for my newsletter.

14. September 2009 by Shlok Vaidya
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Crashing Electricity Grids

Use of OSINT: Wang and colleagues at Dalian University of Technology in the Chinese province of Liaoning modelled the US’s west-coast grid using publicly available data on how it, and its subnetworks, are connected (Safety Science, DOI: 10.1016/j.ssci.2009.02.002). Their aim … Continue reading

11. September 2009 by Shlok Vaidya
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