Archive for April, 2023

“It’s Electric!”: China’s Power Play in Latin America

Via Wilson Center, a report on China’s focus on energy generation and transmission projects in Latin America: For a decade, China’s major electricity companies have been laser focused on energy generation and transmission in Latin America and the Caribbean, a trend accelerated by the departure of Western competitors, including Brazil-based Odebrecht and U.S. and European […]

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Savannah Energy: Battered By Chad, Focuses On South Sudan

Via Energy Voice, an article on how – at the same time that Savannah Energy was announcing the cancellation of its deal to buy the Petronas assets in Chad – it set out an even more ambitious plan with the Malaysian company: Savannah Energy is an independent with a plan for growth, but the plan […]

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Côte d’Ivoire, DRC, Kenya… Top-Performing Economies In Africa

Via The Africa Report, a look at the top performing economies in Africa: The continent is experiencing an uneven economic recovery, with significant variations from one country to another, according to the latest edition of the World Bank’s “Africa’s Pulse” report. Inflationary pressures, threats of recession, and declining investment have contributed to a weak economic […]

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China’s Ports Dominance Undermines Western Aims to Loosen Trade Ties

Courtesy of The Financial Times, a report on how China’s ports dominance undermines western aims to loosen trade ties: Ports in the rest of Asia will need significant investment to match the capacity of Chinese harbours, according to analysis that shows how western businesses could struggle to loosen ties with the world’s largest exporter. US […]

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A Gas OPEC? Turkmenistan Being Pushed To Follow Russia’s Lead In Gas Games

Via Radio Free Europe, an article on how – while China has been Turkmenistan’s top buyer of natural gas for more than a decade – Russia has regained some leverage over Ashgabat and intends to use it, experts say.: At a time when gas-rich Turkmenistan could be pushing to diversify its export paths, it is […]

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A Chinese Businessman on Doing Business Inside North Korea

Via The Diplomat, commentary from a Chinese businessman doing business inside North Korea: The land route between Hunchun in China and Najin-Sonbong in North Korea was recently reopened after being closed for close to three years due to the COVID-19 pandemic. The reopening has enabled Chinese business owners who built factories in Najin-Sonbong – but […]

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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.