Crude Awakening: South America Fast Becoming World’s Hottest Oil Patch
August 10th, 2025
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 […]
Read more »Chinese Car Giants Rush Into Brazil With Dreams of Dominating a Continent
July 27th, 2025
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 […]
Read more »Brazil and China Study South American Transcontinental Railway Project
July 9th, 2025
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 […]
Read more »Chinese Companies Set Their Sights on Brazil
June 20th, 2025
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 […]
Read more »Rare-Earths Plants Are Popping Up Outside China
May 19th, 2025
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 […]
Read more »China Is Building Megaports in South America to Feed Its Need for Crops
May 15th, 2025
Via Wall Street Journal, a report on China’s state grain trader Cofco plans to build the world’s biggest export terminal in Brazil to substitute U.S. soybeans and other foodstuffs: China is investing in South American infrastructure to secure agricultural imports. Santos, Brazil’s main port for exports to China, is struggling with capacity and infrastructure. Brazil’s […]
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.