Archive for 2023

2022: A Good Year for Petronas

Courtesy of The Diplomat, an article on how Petronas – Malaysia’s state-owned energy giant – benefited from the global spike in oil and gas prices, but its long-term future is less certain: By any measure, 2022 was a banner year for Petronas, Malaysia’s state-owned energy giant. Petronas deals mainly in extracting, refining , and selling […]

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First “French Postal Express” Freight Train Left Chengdu for Europe

Via New SilkRoad Discovery, a report on the first “French Postal Express” freight train from Chengdu to Europe: On April 26, the first “French Postal Express” China-Europe freight train was launched at the Chengdu International Railway Port in Sichuan and is expected to arrive in Europe in 14 days. This is also the first time […]

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Guyana Greenlights $12B Oil Development Plan

Via Energy Daily, a report on Guyana;s $12B oil development plan: Guyana has approved a more than $12 billion investment proposal by a US and Chinese consortium seeking to develop an offshore oil field, Vice President Bharrat Jagdeo said Wednesday. The consortium is led by ExxonMobil, and includes the China National Offshore Oil Corporation and […]

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Laos Is Not in a Chinese ‘Debt Trap’ – But It Is in Trouble

Via The Diplomat, a report on Laos, which is disturbingly reliant on investment from China – and no one knows how much, or under what terms: China’s Belt and Road Initiative (BRI) turns 10 this year. Much ink has been spilled, digitally and otherwise, about the global infrastructure project. The “debt-trap diplomacy” claims that arose […]

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Forget U.S. Ban — TikTok is Thriving In Its Second-Biggest Market: Indonesia

Courtesy of Rest of World, an article on how TikTok Shop, the controversial app’s ambitious next phase, has caught fire in Indonesia: In the U.S., TikTok’s ambitions to level up into a shopping empire have stumbled on the possibility of a countrywide ban, and a miscalculation of shopping behaviors. But over in Indonesia, the app’s […]

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How Partnering With Jordan Can Help Revitalize The U.S. Semiconductor Industry

Via Forbes, commentary on how partnering with Jordan can help revitalize the U.S. semiconductor industry: Texas is the leading exporter of semiconductors in the U.S. and is in the best position to revitalize domestic semiconductor manufacturing, research, and design. But we can’t do it alone, and the CHIPS and Science Act of 2022 acknowledges that. […]

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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.