Archive for November, 2022

Vietnam Urged To Get China-Backed Railway Project On Track

Courtesy of the South China Morning Post, an article on Vietnam being urged to get China-backed railway project on track and avoid ‘missed opportunities’ despite concerns: For the past seven years, the name of a Vietnamese railway project has appeared in every diplomatic joint statement and declaration between Beijing and Hanoi. But so far, it […]

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China Seals One of the Biggest LNG Deals Ever With Qatar

Via Bloomberg, an article on a recent LNG agreement between China and Qatar: China signed a landmark $60 billion agreement for purchases of liquefied natural gas from Qatar, as the world’s second-largest economy looks to bolster its energy security for decades. Qatar Energy will send Sinopec 4 million tons of LNG a year starting in 2026, the state-controlled […]

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Uzbekistan Halts Gas Exports Due To Decreasing Production

Via Eurasianet, a report on Uzbekistan’s decision to halt gas exports: Uzbekistan says it has all but entirely stopped exporting natural gas and instead increased imports of the fuel amid a surge in domestic demand in the early stages of winter. Deputy Energy Minister Sherzod Khodjayev said on November 16 that daily exports of gas have decreased […]

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India’s Reliance Aggressive Retail Ambitions

Courtesy of The Financial Times, an article on India’s Reliance’s ruthless retail ambitions: Hurrying out of a Reliance grocery store, travel company clerk Pallavi Savand reaches for her mobile phone, running on Reliance’s Jio network. Back at home, she will flip open a laptop bought from Reliance Digital. Soon she might wear Reliance — she is […]

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North Korea: More Connected Than Previously Thought

Courtesy of The Economist, an article on North Korea’s uptake of mobile telephony: South Korea is well known for its love of mobile phones. So central are they to daily life that pedestrian crossings in Seoul, the capital, often have green lights embedded in the pavement to tell the phone-entranced that it is safe to go. Isolated […]

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Vietnam Climbs The Chip Value Chain

Via East Asia Forum, a look at Vietnam’s efforts to climb up the chip value chain: The CEO of Samsung Electronics met with Vietnamese Prime Minister Pham Minh Chinh and announced a US$850 million investment to manufacture semiconductor components in Thai Nguyen province on 5 August 2022. The investment will make Vietnam one of only four countries — alongside […]

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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.