Archive for the ‘China’ Category

China’s Got Afghan Fever, Again

Courtesy of Foreign Policy, a look at China’s renewed interest in Afghanistan’s mineral riches: China, once again, seems to be mucking about in Afghanistan’s mineral-rich playground. The latest move is a maybe, could-be deal worth billions to tap Afghanistan’s rich veins of lithium, the key input for the energy transition that powers everything from laptops […]

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China Holds Upper Hand in Battle With U.S. For Africa’s Energy

Via Nikkei Asia, an article on how China holds upper hand in battle with U.S. for Africa’s energy: Power generation has become the latest battleground in the China-U.S. competition in Africa, giving resource-poor countries a chance to seek more project funding. Beijing’s investments in energy infrastructure have expanded greatly, while the U.S. has launched a […]

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First “French Postal Express” Freight Train Left Chengdu for Europe

Via New SilkRoad Discovery, a report on the first “French Postal Express” freight train from Chengdu to Europe: On April 26, the first “French Postal Express” China-Europe freight train was launched at the Chengdu International Railway Port in Sichuan and is expected to arrive in Europe in 14 days. This is also the first time […]

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Laos Is Not in a Chinese ‘Debt Trap’ – But It Is in Trouble

Via The Diplomat, a report on Laos, which is disturbingly reliant on investment from China – and no one knows how much, or under what terms: China’s Belt and Road Initiative (BRI) turns 10 this year. Much ink has been spilled, digitally and otherwise, about the global infrastructure project. The “debt-trap diplomacy” claims that arose […]

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What Russia’s First Gas Pipeline to China Reveals About a Planned Second One

Via the Carnegie Endowment for International Peace, a report on how Russia is now in a far worse negotiating position regarding a gas pipeline to China than in 2014, finding itself at the mercy of a monopsonist buyer: A key topic of discussion during the Chinese leader Xi Jinping’s recent visit to Moscow was the […]

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China Unveils ‘Grandiose Plan’ for Central Asia

Via the Jamestown Foundation, a look at China’s forthcoming ‘Grandiose Plan’ for Central Asia: In the three decades since the collapse of the Soviet Union, the Russian Federation and China have pursued divergent interests in post-Soviet Central Asia, as Moscow seeks to retain its influence even as Beijing’s “soft power” grows, underpinned by its dynamic […]

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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.