Oil Boom Transforms Guyana and Prompts A Scramble For The Spoils
May 9th, 2023
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 […]
Read more »China’s Belt and Road Pivots From Coal Plants To Data Centers
May 9th, 2023
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 […]
Read more »Uzbekistan-Russia Energy Relations: A Tale of Two Problems
May 9th, 2023
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 […]
Read more »Global Green Revolution Will Stall Without Latin America’s Lithium
May 7th, 2023
Via The Economist, an article on the importance of Latin America to the world’s lithium-enabled future: Over half of the world’s lithium, a metal used in batteries for electric vehicles, can be found in Latin America. The region also has two-fifths of the world’s copper and a quarter of its nickel. Recently delegations from the […]
Read more »No, China Is Not Planning to Spend $58 Billion on a Railway Connection to Pakistan
May 7th, 2023
Courtesy of The Diplomat, an article on the proposed railway at the China-Pakistan border at the Khunjerab Pass: An article published by the South China Morning Post on April 27 reported that a feasibility study had deemed the China-Pakistan railway, costing $58 billion, as “worth it.” This news was picked up by various media platforms […]
Read more »Guinea: Key Player In EV Future
May 7th, 2023
Courtesy of The Washington Post, a look at how soaring demand for electric vehicles is fueling dramatic changes in Guinea, home to the world’s largest bauxite reserves: One of the poorest countries on Earth has become a crucial player in the world’s green-energy transition. Guinea, a West African nation of more than 13 million people, […]
Read more »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.