Archive for October, 2020

COVID-19 Wipes Out East Timor’s Dreams of Oil and Gas Riches

Via Nikkei Asia, a report on Timor Leste: COVID-19 and the global collapse in oil and gas prices appear to have put the final nail into the coffin of East Timor’s long-held dream to create a domestic petroleum industry that would end its dependence on foreign aid and secure its viability as a sovereign state. […]

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The United States Answer To China’s BRI In Africa: Financing ISIS In Mozambique As An Alternative To Russian LNG

Via Silk Road Briefing, an OpEd on Mozambique: The US EXIM bank has jumped back into global financial circles by making its first multi-billion direct loan. This 86 year old organization was dormant during 2012-2016 after the US Senate failed to renew its charter in 2012, however the Trump administration reconstituted the board quorum in May 2019, with […]

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The China-Pakistan Economic Corridor’s Return to the Shadows

Via The Diplomat, commentary on how the CPEC has been a chastening experience for China in the context of the BRI: In the five years since the China-Pakistan Economic Corridor (CPEC) was launched, it’s been beset by the winds of local politics and the waves of geopolitics alike. In a new report, titled “Returning to the […]

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Will Laos Become a Model for China’s Economic Colonialism?

Via Fair Observer, a report on how – as Laos braces for the economic impact of COVID-19 – China’s Belt and Road Initiative project in the border town of Boten may become a model of economic colonialism in Southeast Asia: The small Southeast Asian nation of Laos stands out as a success story in COVID-19 […]

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Is Vietnam the Next ‘Asian Miracle’?

Courtesy of The New York Times, a report on Vietnam: Within days of China’s announcing the first case of Covid-19, Vietnam was mobilizing to stop the spread of the coronavirus. Using mass texts, TV ads, billboards, posters and loudspeakers, the government exhorted the nation’s 100 million citizens to identify carriers and trace contacts, contacts of contacts, […]

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Colombia Pins Recovery Hopes On Technology

Courtesy of The Financial Times, a report on Colombia’s plans for future economic growth: For the past two decades, oil has fueled Colombia’s economic growth, one of the strongest in Latin America.     But the country’s reserves could run dry in six years. While there is much potential in unconventional reserves, the courts have imposed […]

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ABOUT
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.