Archive for the ‘China’ Category

Taliban Settle Oil Deal With Chinese Company

Courtesy of The Diplomat, a report on a deal between the Taliban and a Chinese petroleum company which is actually a repeat of a previous contract signed by the former Republic government with CNPC in 2011: On January 5, the Taliban held a televised ceremony heralding the signing of the group’s first international agreement since taking over […]

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Does China Pose a Threat to Global Rare Earth Supply Chains?

Via ChinaPower, commentary on a potential Chinese threat to global rare earth supply chains: As China’s economy has developed over the last several decades, its leaders have sought to transform the country into a key player in strategically important industries. Toward this end, Beijing has established China as the dominant global supplier of rare earths, […]

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Ecuador and China Conclude Free Trade Agreement Negotiations

Via The Diplomat, an article on China and Ecuador’s free trade discussions: After four rounds of negotiations and dozens of technical meetings, the Chinese and Ecuadorian teams successfully closed negotiations on a free trade agreement (FTA) between the two countries at the technical level. The FTA was negotiated over the course of 10 months, following […]

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“Brazil Needs China’s Experience To Re-Industrialize”

Via Panda Paw Dragon Claw, commentary on how the Lula administration will approach China and the BRI: On the first day of 2023, the 77-year old Luiz Inacio Lula da Silva was sworn in for the third time as Brazil’s president at an emotional and a bit unconventional inauguration ceremony, as former President Jair Bolsonaro intentionally skipped […]

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Marcos Jr: In Desperate Need of China’s Belt and Road?

Via Asia Times, an article on the Philippine leader’s trip to Beijing hat in hand with major infrastructure deficiencies and failings at home: Philippine President Ferdinand Marcos Jr’s maiden visit to China, the leader’s first major foreign trip scheduled for January 3-5, comes in the wake of a pressing infrastructure crisis at home. Over the weekend, […]

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After China, Globalization May Lead To Mexico

Courtesy of the New York Times, a look at how – as American companies seek to limit their exposure to the pitfalls of making goods in China – some are moving production to Mexico: As American companies recalibrate the risks of relying on Chinese factories to make their goods, some are shifting business to a […]

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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.