Javier Milei is Betting Big on an Argentine Oil Gusher
February 17th, 2025
Via The Economist, a report on Argentina’s shale oil ambitions: IN A DUSTY desert in north-west Patagonia, a hulking rig is busy drilling. After plunging 3km underground, its drill turns and chomps horizontally for the same distance again. In Neuquén, the nearest city, boffins crunch data from the rig and keep its drill trained on an […]
Read more »A South American Waterway Becomes A Cocaine Superhighway — To Europe
December 30th, 2024
Via The Washington Post, an article on a South American waterway that has become a cocaine superhighway to Europe: It was envisioned to be the Mississippi River of South America. The Paraguay-Paraná waterway runs about 2,100 miles, connects at least 150 ports in five countries and serves as the most important commercial river route on the […]
Read more »Bolivia Stops Gas Sales To Argentina, Shifts Toward Brazil
October 6th, 2024
Via MercoPress, a report on Bolivia’s shift towards Brazil for gas sales: After terminating the supply to Argentina, Bolivia will up its gas pumping towards Brazil according to an agreement between YPFB and Petrobras. Buenos Aires announced it would no longer be needing Bolivian gas since Vaca Muerta, the second-largest reserve in the world and […]
Read more »Foreign Investment Trends in Latin America
September 8th, 2024
Via Geopolitical Futures, a report on FDI trends in Latin America, where FDI is in high demand, but most goes to just a few countries: Latin American countries remain trapped in a low-growth environment, hindered by economic volatility, high inequality and ineffective governance. As a result, many governments in the region are turning to foreign […]
Read more »Unveiling the Geopolitics of Electric Vehicles Through Supply Chains
August 14th, 2024
Courtesy of The Diplomat, a supply chain perspective on the geopolitics of EVs besides tariffs and concerns about overcapacity: When discussing the geopolitics of electric vehicles (EVs), many people immediately think of the tariffs imposed on Chinese EVs and the related issues about overcapacity. But these issues do not encapsulate the whole picture of geopolitics […]
Read more »China Woos Argentina, Bolivia and Peru to Advance Belt and Road
May 2nd, 2024
Via Nikkei Asia, a report on Beijing’s efforts to advance BRI in South America: Chinese Foreign Minister Wang Yi has met with counterparts from Argentina, Peru and Bolivia in the past week, as Beijing intensifies efforts to court Latin American countries through its Belt and Road infrastructure-building initiative. Wang met with Argentine Foreign Minister Diana Mondino […]
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.