Archive for the ‘Brazil’ Category

How China Is Using Brazil to Reshape Power in the Americas

Via The Diplomat, commentary on how China is entrenching itself in the Brazilian industrial base and consumer economy, with implications for Chinese influence across the continent: China’s increasing economic footprint in Brazil, Latin America’s largest economy, is redefining the region’s balance of power. Once primarily a trading partner, China is now entrenching itself in the […]

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Crude Awakening: South America Fast Becoming World’s Hottest Oil Patch

Via The Economist, a look at how South America is fast becoming the world’s hottest oil patch It was a rare day of good news for Britain’s beleaguered oil giant. On August 5th BP not only announced a quarterly profit of $2.4bn on its preferred measure, a third higher than analysts had expected. It also unveiled an enormous […]

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Chinese Car Giants Rush Into Brazil With Dreams of Dominating a Continent

Courtesy of the New York Times, an article on how – as the likes of Ford and Mercedes retreat – Great Wall Motor and BYD are building factories and bringing affordable EVs and hybrids to one of the world’s biggest markets: A two-hour drive beyond the traffic jams of São Paulo, past the vast valleys […]

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Brazil and China Study South American Transcontinental Railway Project

Via South China Morning Post, a report that Brazil and China agreed on Monday to study the feasibility of a transcontinental railway that could reshape South America’s trade routes by connecting Brazil’s Atlantic Ocean coast to Peru’s Pacific Ocean port of Chancay: Brazil and China agreed on Monday to study the feasibility of a transcontinental […]

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Chinese Companies Set Their Sights on Brazil

Courtesy of the New York Times, a report on how – confronted with tariffs and scrutiny in the United States and Europe – Chinese consumer brands are betting that they can become household names in Latin America’s biggest economy: Chinese companies urgently need to find new markets. Competition is intense at home, where the collapse […]

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Rare-Earths Plants Are Popping Up Outside China

Via Wall Street Journal, a report on how U.S. and Brazil are among the countries building capacity to mine and refine metals for EVs and smartphones: Brazil is emerging as a rare-earths source, holding the second-largest reserves after China. Aclara Resources is opening a rare-earths mine in Brazil to supply a U.S. processing plant. Geopolitical […]

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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.