Archive for May, 2023

Colombia Doubles Down On Shift Away From Oil and Mining

Courtesy of The Financial Times, an article on Colombia’s desires to diversify its economy to restore manufacturing of textiles, fertilizers and pharmaceuticals: Colombia wants to restore industries such as textiles, fertilisers and metalworking as it seeks to cut its account deficit and wean the country off oil and mining, Bogotá’s new finance minister said. Ricardo […]

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Kazakhstan’s Ports: A Vital Node of the Middle Corridor

Via The Diplomat, a look at – while many issues are beyond Astana’s control – having modern and expanded ports will give Kazakhstan and the Middle Corridor a fighting chance at success: Kazakhstan is betting heavily on the Trans-Caspian International Transport Route (TITR), or Middle Corridor, as an alternative to reach European and international markets […]

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Bhutan Plans a $500M Fund for Crypto Mining in the Himalayas

Via Bloomberg, a report on Bhutan’s plans a $500M Fund for crypto mining in the Himalayas: Bhutan’s investment arm and Nasdaq-listed company Bitdeer Technologies Group plan to seek investors for a fund worth up to $500 million that will be used to develop green crypto mining in the Himalayan kingdom. Fund raising targeting institutional investors […]

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Oil Boom Transforms Guyana and Prompts A Scramble For The Spoils

Via AP News, an article on Guyana and how things are changing in light of the oil boom: Villagers in this tiny coastal community lined up on the soggy grass, leaned into the microphone and shared their grievances as someone in the crowd yelled, “Speak the truth!” And so they did. One by one, speakers […]

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China’s Belt and Road Pivots From Coal Plants To Data Centers

Courtesy of Nikkei Asia, an article on the shifting sectoral focus of China’s BRI program: China’s Belt and Road Initiative has been shifting away from signature big infrastructure projects in favor of less capital-intensive fields like IT and biotechnology, investment data shows. Nikkei tallied new “greenfield” investment — which involves building operations from the ground […]

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Uzbekistan-Russia Energy Relations: A Tale of Two Problems

Courtesy of The Diplomat, a look at Uzbek-Russian energy relations: Faced with dwindling gas sales to Europe, Russia has been re-routing its stranded gas reserves to countries like Uzbekistan, where infrastructure for pumping gas is already in place. This renewed cooperation presents both a problem and an opportunity for Tashkent. A flurry of recent bilateral […]

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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.