Archive for the ‘Brazil’ Category

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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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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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.