Archive for November, 2023

New Airport Shows Cambodia Can Get What It Wants From China

Via Nikkei Asia, commentary arguing that Cambodia’s new Siem Reap hub proves there is more to the BRI than debt traps: Cambodia’s newly inaugurated Siem Reap-Angkor International Airport offers an important window into how China’s Belt and Road Initiative is evolving and what it can still bring to developing countries. Last month’s Belt and Road Forum […]

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Turkey’s Pivot to Central Asia

Via Geopolitical Futures, an article on Turkey’s renewed focus on Central Asia: Last week, Turkish President Recep Tayyip Erdogan visited Central Asia twice. He first went to Uzbekistan to attend a summit of the Economic Cooperation Organization and then to Kazakhstan to participate in the 10th anniversary summit of the Organization of Turkic States. The […]

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Chinese and Russian Firms Discuss Joint Energy Project Development

Via Reuters, a report that Chinese and Russian energy firms are discussing jointly developing oil and gas fields: China is in talks with Russia’s Rosneft (ROSN.MM), Gazprom (GAZP.MM) and Novatek (NVTK.MM) about the joint development of oil and gas fields and hydrocarbon trade, state-owned China National Petroleum Corporation (CNPC) said on Wednesday. Russia is counting […]

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The Jakarta-Bandung High-Speed Railway: Indonesia’s Lessons Learned 

Via The Diplomat, an article on lessons Indonesia learned from the Jakarta-Bandung high speed railway project: It would be an understatement to say that October was a momentous month for China’s Belt and Road Initiative (BRI). Beijing celebrated the initiative’s 10th anniversary by holding the third Belt and Road Forum; around the same time, its […]

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Democratic Republic of Congo: ‘Future Is Bankable’

Via The East African, commentary from Kenyan Ambassador to the DRC George Masafu about Democratic Republic of Congo’s bad history of wars and instability, but its bankable future: Summary Mafafu said DRC is a victim of its own history. But since 2018, state authority is being put in place. He said the country’s parliament is enacting […]

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Japan, South Korea to Build Supply Chain for Hydrogen and Ammonia

Via Nikkei Asia, a report on Japanese and South Korean plans to build supply chain for hydrogen and ammonia: Japan and South Korea will build a supply chain for hydrogen and ammonia together, the neighbors’ latest move to expand their base of cooperation in economic security, Nikkei has learned. New frameworks will also be established […]

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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.