Archive for the ‘Brazil’ Category

Brazil: Champion Decarbonizer In The Making?

Via The Economist, an article on how Brazil’s ragged finances are holding back its green ambitions Visitors to the Port of Açu may struggle to determine its industrial nature. No warehouses or piles of containers block the view of the Atlantic Ocean. Swathes of restored restinga, a local broadleaf forest, hug the shoreline, which bustles with loggerhead […]

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China’s Growing Influence in Latin America

Via the Council on Foreign Relations, a look at China’s growing influence in Latin America: Summary China is South America’s top trading partner and a major source of both foreign direct investment and energy and infrastructure lending, including through its massive Belt and Road Initiative.  Beijing has invested heavily in Latin America’s space sector and has strengthened its […]

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Brazilian Miner Boosts Rare Earths Output in Challenge to China’s Grip

Via Bloomberg, a look at a growing Brazilian rare earth mining company: Serra Verde mulls partnerships to expand through supply chain Executive expects annual output to reach 5,000 tons in 2026 Brazilian miner Serra Verde Group is boosting production of rare earth metals at a time of growing trade friction between the US and China, […]

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Brazil-China Partnership: Redefining the Belt and Road Initiative in Latin America

Via The Diplomat, a look at how Brazil’s calculated approach to the Belt and Road Initiative reflects the unique nature of Latin American politics: Ahead of Chinese President Xi Jinping’s state visit to Brazil in November, China reportedly pushed to have Brazil formally join the Belt and Road Initiative (BRI). Ultimately, Brazil’s government declined to sign […]

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A South American Waterway Becomes A Cocaine Superhighway — To Europe

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 […]

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Brazil Hopes to Make the Amazon a Model for a Green Economy

Via Yale e360, an article on Brazil’s initiatives to promote a “bioeconomy” in the Amazon that protects biodiversity and helps Indigenous residents. The goal: To get governments to commit to a new economic vision that is truly sustainable. “We must ensure that taking care of the forest is more profitable than cutting down the trees.” […]

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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.