Archive for the ‘China’ Category

Trump Is Making a Power Play in Latin America. China Is Already There.

Courtesy of the New York Times, a look at how China built a dominant strategic position in the region as the leading lender and trading partner, and it is watching President Trump’s next moves closely. For China, President Trump’s power grab in Venezuela is a frontal attack on a longstanding source of oil, cultivated through […]

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China Focuses on Africa’s Strategic Trade Routes

Via Reuters, a report on China’s renewed Africa focus on strategic trade routes: China’s FM to visit Ethiopia, Somalia, Tanzania and Lesotho Trip extends 36-year-old tradition of making first trip to Africa African states looking for investment over loans – analyst China’s top diplomat began his annual New Year tour of Africa on Wednesday, focusing […]

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How China and the Gulf States are Shaping Central Asia’s Energy Transition

Via East Asia Forum, an article on how China and the Gulf states are shaping Central Asia’s energy transition: China and the Gulf states are expanding renewable energy investment in Central Asia. Through complementary competition, they vie for influence while occupying distinct and often mutually supportive roles in clean energy projects, particularly in Kazakhstan and […]

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How Algeria Can Help China Plug Iron Ore Gaps and Gain Pricing Power

Via the South China Morning Post, a report on how Algeria’s Gara Djebilet deposit in the Sahara Desert – discovered decades ago – is only now coming into production: In the heart of Algeria’s Sahara Desert, Chinese state-owned giant China Railway Construction Corporation (CRCC) has completed laying track on the PK330 Bridge, a final and […]

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China, Quad and the Rare Earths Mineral Competition in Myanmar

Via Asia Times, a look at how ethnic rebel groups’ advances against the junta have disrupted Chinese resource-extraction dominance: As the US-China rivalry spirals, it is spilling over into new domains, particularly those involving rare earth minerals, regional supply chains, and emerging technologies. Countries with fragile political systems but high geoeconomic value are increasingly turning […]

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How China Built a Network of Ports Encircling the Globe

Via Bloomberg, a look at how – with shipping outposts on six continents – Beijing has cemented its trade dominance. That some could be used by its navy has other nations worried. Illustration: Christian Capestany China has invested tens of billions of dollars in building or investing in a global network of commercial ports on […]

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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.