Archive for the ‘Brazil’ Category

Brazil and Colombia: The Emerging Powers of Offshore Wind?

Via Dialogue Earth, an article on wind energy development in South America: The development of offshore wind energy is entering a defining moment in Latin America, following years of expectation that have raised hopes for the energy source, but which have yet to result in a single turbine operating off the region’s coast. This August, Brazil’s senate plans to vote on […]

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Unveiling the Geopolitics of Electric Vehicles Through Supply Chains

Courtesy of The Diplomat, a supply chain perspective on the geopolitics of EVs besides tariffs and concerns about overcapacity: When discussing the geopolitics of electric vehicles (EVs), many people immediately think of the tariffs imposed on Chinese EVs and the related issues about overcapacity. But these issues do not encapsulate the whole picture of geopolitics […]

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‘Will You Stop Exploring Yours?’: Latin America Forges Ahead on New Oil Frontier

Courtesy of The Guardian, a report on Latin America where about half the countries in the region are experiencing a rush in oil exploration that threatens the global drive to achieve net zero. But many argue that they have a right to enrich themselves in the same way the west has: His raised hands dirty […]

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Brazil Joins Race to Loosen China’s Grip on Rare Earths Industry

Via Reuters, a report on Brazil’s potential to loosen China’s grip on rare earths industry: Mining giant Brazil has big ambitions to build a rare earths industry as Western economies push to secure the metals needed for magnets used in green energy and defence and break China’s dominance of the supply chain. Working to its […]

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Latin America: World’s Trade Pipsqueak

Via The Economist, a look at why Latin America’s international trade trails most emerging markets: Follow a lorry laden with Brazilian-made cars as it inches down the hairpin bends of the Paso Internacional Los Libertadores (pictured) into Chile and the challenges of trade within Latin America become clear. Four times the lorry grinds to a halt as […]

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Saudi Arabia Holds Investment Summit in Brazil, Plans to Invest $15B

Via Al Monitor, an article on Saudi Arabia’s plans to invest $15 billion in Brazil, bolstering already strong economic relations based largely on mining, meat and oil: Saudi Arabia is set to invest billions of dollars in Brazil, a Brazilian official said at a conference in Rio de Janeiro this week, as mining, trade and 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.