Can South America Take Advantage of the Lithium Boom?
October 18th, 2022
Via Foreign Policy, a look at South America’s lithium “triangle”: Commodity prices have gone haywire lately, but lithium is one that shot up and stayed there. The price of lithium carbonate, a key component of many electric batteries, hit an all-time high in April and remains almost 10 times what it was two years ago, […]
Read more »Bolivia’s Economy Rises From Instability
February 18th, 2014
Via the New York Times, an interesting look at Bolivia: A large market in El Alto, a working-class city in Bolivia. From colorful mansions to a proliferation of bakeries, there are signs that many have extra cash to spend. Meridith Kohut for The New York Times Argentina’s currency has plunged, setting off global worries about […]
Read more »Hot Money Heads To Bolivia
February 12th, 2013
Via Foreign Policy Association, an interesting article on Bolivia: Were I looking to invest in sovereign fixed income, say to pay for a house or travel one day, Bolivia is probably not the first place I would look. However, as of last fall, many institutional money managers disagree with me. Last October, the Bolivian government […]
Read more »Gazprom’s South American Deals
September 22nd, 2008
Via The Moscow Times, a report that Gazprom was among eight companies that signed deals to develop offshore gas fields with state-owned Petroleos de Venezuela. As the article notes: “…The deals included U.S.-based Chevron, Italy’s Eni, Portugal’s GALP Energia, Qatar Petroleum, Malaysia’s Petronas, Argentina’s Enarsa and Japanese companies Mitsui, Mitsubishi and Itochu, in a sign […]
Read more »Argentina and Bolivia’s Northeast Argentine Pipeline; A Feeble Attempt to Balance Brazil’s Growing Might
January 28th, 2008
Stratfor (subscription required) recently reported that Argentine and Bolivian leaders kicked off the $1.8 billion Northeast Argentine Pipeline (GNEA) project in Buenos Aires on Jan. 25. While this has important ramifications for the South American hydrocarbon picture, Stratfor insightfully notes that this is just another harbinger that the geopolitical structure of South America is changing: […]
Read more »Gazprom’s Interest in Bolivia
December 30th, 2007
The Financial Times recently reported that Gazprom is considering a $2bn gas investment in production capacity in Bolivia which has vast gas reserves, second only to Venezuela in Latin America. As the article notes: “…An official from the Bolivian hydrocarbons ministry confirmed the Gazprom deal with YPFB (Yacimientos PetrolÃferos Fiscales Bolivianos), the Bolivian state energy […]
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.