Archive for January, 2023

EU Lines Up 70 Projects To Rival China’s Belt and Road Infrastructure Spending

Via Politico, a report on – in its effort to take on China’s BRI – recent EU decisions to prioritize 70 international infrastructure projects: The European Union’s riposte to China’s web of trade and infrastructure projects spanning the globe is finally getting real. Europe’s flagship Global Gateway projects seek to offer developing countries an alternative to […]

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China’s Mining Ambitions In Afghanistan Haunted By Militants

Courtesy of Nikkei Asia, a look at how ISIS-K has stepped up threats and attacks in Afghanistan as Beijing eyes the nation’s oil and copper: Escalating threats from Islamist militants are casting doubt on the future of big-money Chinese mining projects in Afghanistan. Earlier this month, Xinjiang Central Asia Petroleum and Gas (CAPEIC) signed a 25-year oil […]

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China in Afghanistan: Rare Opportunity or Poisoned Chalice?

Via Geopolitical Futures, commentary on China’s interest and role in Afghanistan: The foreign ministers of China and Afghanistan spoke for nearly an hour on Jan. 22 about Afghanistan’s economic development and ensuring the security of Chinese personnel involved in Afghan projects. This followed the signing on Jan. 5 of an oil extraction agreement between China’s […]

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China: BRI Financing to Remain Low, Leaving Global South in the Lurch

Via RANE Worldview, analysis of China’s BRI financing in 2023: What Happened: According to a study conducted by the Global Development Policy Center at Boston Univerity, China has significantly reduced the scale of its Belt and Road Initiative (BRI) financing in recent years as part of a strategic shift that has seen Beijing focus on more […]

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North Korea Mines New Revenue Sources in Its Trade With China

Via The Diplomat, a report on the latest data which shows Pyongyang is continuing to adapt to U.N. sanctions, while trade is beginning to rebound from pandemic lows: North Korea has spent much of the pandemic financing its weapons programs and imports with stolen cryptocurrency. However, with trade between North Korea and China expanding in 2022, there […]

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Cuba’s Deepening Economic Crisis Is Putting Diaz-Canel in a Bind

Via World Politics Review, a look at Cuba’s current economic crisis: Cuba is suffering. That was the inescapable conclusion from a recent trip to the island. The aged electrical grid is collapsing for lack of maintenance and spare parts, causing sporadic blackouts across the island. Factories bereft of raw materials and electricity are only operating […]

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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.