Archive for the ‘China’ Category

The Struggle For A “Monster” Lithium Deposit

Via Week In China, an article on the struggle for a “monster” lithium deposit in Africa: Chinese ambitions to take control of the biggest lithium mine in Africa looked dead in the water in April 2020 after Canberra blocked the ASX-listed miner AVZ Minerals from selling an 11.8% stake to Chinese firms including CATL (see […]

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Chinese State Shipping Conglomerate Builds New Belt and Road Hub in Peru

Via Nikkei Asia, a report on COSCO planting its flag in South America with $3bn Peruvian port: Major ports along the west coast of the Americas have been snarled for much of the last two years due to COVID and global shipping challenges such as the Ukraine war.  Outside a sleepy South American fishing town, Chinese […]

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CNOOC Starts Drilling In Brazilian Waters

Via Week in China, an article on CNOOC’s drilling activity in Brazilian waters: Saudi Aramco is jostling with Apple once again for the title of the world’s most valuable company, helped by oil prices that have soared 60% since last year on higher demand and the spillover effect of the disruption in energy markets caused […]

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China and Uzbekistan: An Emerging Development Partnership?

Courtesy of The Diplomat, an article on how Uzbekistan is leveraging its partnership with China to address the logistical and geographic challenges it faces: Uzbekistan has been expanding its economic cooperation with China as it aims to connect to world transportation and trade routes. In a recent meeting at the Shanghai Cooperation Organization (SCO) in Beijing, Uzbekistan presented […]

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China Completes Cabinda Port Project

Via Clingendael, a report on a large-scale Chinese investment in Angola: China Gezhouba Group Corporation (CGGC) completed the construction of a marine passenger terminal in Cabinda Port, located in the southwest of Cabinda, an exclave and province of Angola, bordered by the Republic of the Congo and DR Congo. Cabinda Province is the main producer of Angola’s oil, and the vast majority of […]

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China Wants Its Investments in Afghanistan to Be Safer Than in Pakistan

Via Foreign Policy, a look at how Beijing could profit handsomely from Afghan resources and exports, but new ventures risk exposing Chinese nationals to violence: Kabul is awash with Chinese businessmen. Walk out of Kabul International Airport, and you are greeted by a big billboard advertising Chinatown, a housing and business compound in the city that […]

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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.