Archive for the ‘Brazil’ Category

Bolivia Stops Gas Sales To Argentina, Shifts Toward Brazil

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 […]

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Brazil Edges Closer To China’s Belt and Road. Why Now?

Via Dialogue Earth, a look at how signals from Brasília suggest the country may finally sign up to the Chinese initiative, as Lula’s government weighs up economic benefits, infrastructure goals and strategic gains: As China’s Belt and Road Initiative enters its second decade, the country appears on the verge of persuading Brazil to make the significant […]

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Climate Migrants Stand to Overwhelm World’s Megacities

Courtesy of Bloomberg, a look at how – from Dhaka to São Paulo – already crowded cities are unprepared to absorb people fleeing the effects of climate change. Some of the world’s most climate-vulnerable nations will see a mass reshuffling of their populations as the extreme environmental and weather events prompt entire communities to migrate […]

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Driving Change: How EVs Are Reshaping China’s Economic Relationship with Latin America

Via the Center for Strategic and International Studies (CSIS), a report on how Countries in Latin America and the Caribbean (LAC) are navigating a new geopolitical moment. Some LAC countries are benefitting from increased access to low-cost, high-quality electric vehicles (EVs) and new investment throughout the value chain from China that can help meet governments’ […]

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Can The Voluntary Carbon Market Save the Amazon?

Via The Economist, a report on entrepreneurs in Brazil who are betting big on planting trees: A tractor with a subsoiler loosens the earth and carves out deep holes. A dozen men follow, dropping tree seedlings into them. This industrious scene in a deforested part of the Amazon is more reminiscent of the paper-and-pulp industry than […]

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The Implications of Brazil Joining China’s Belt and Road Initiative

Via Stratfor RANE’s Worldview, analysis of the implications of Brazil joining China’s Belt and Road Initiative: Despite China’s declining investment volumes in Brazil, strengthening cooperation remains of interest to both countries, which will likely see Brazil join China’s Belt and Road Initiative, potentially before the end of the year. Recent diplomatic discussions between Brazil and China […]

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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.