Archive for the ‘China’ Category

China’s Investment Drive and Africa’s Disjointed Infrastructure

Via The Diplomat, an article on some of the disjointed infrastructure projects taken up on the African continent by Chinese firms: At Alagomeji, a suburb in Lagos, there is a towering new building housing the Lagos-Ibadan train project. This building is perhaps the most visible testament to the much touted and very aggressive China-Nigeria relationship. […]

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Gwadar Protests Highlight CPEC’s Achilles’ Heel

Via The Diplomat, a report on what is now six years of disappointment and resentment on the part of locals who have seen no benefit from the Chinese investment project: Following the announcement of the China-Pakistan Economic Corridor (CPEC) in 2015, Gwadar has been showcased in Pakistan’s mainstream media as the gateway to a new […]

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ExxonMobil Stares Down China for Vietnam Gas

Via Asia Times, a report on ExxonMobil’s recommitment to it $20 billion ‘Blue Whale’ gas project despite tacit threats from Beijing: Vietnam’s long-delayed Blue Whale offshore gas development project may be closer to pumping after operator and majority owner ExxonMobil said last week it was working on a final development plan for the field, which sits […]

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How China Wrested Control of the DRC’s Critical Minerals

Via the Australian Strategic Policy Institute, a report on how China wrested control of the Congo’s critical minerals: China’s system of bankrolling its state companies may be entrenching great inefficiency in its economy but has delivered it unchallenged dominance in the critical minerals required for advanced technologies. Separate investigations by the New York Times and Bloomberg released in recent […]

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African Nations Make Do as China Tightens Belt and Road

Via Reuters, an article on China’s decreased appetite for BRI financing in Africa: Deep in Kenya’s Great Rift Valley, members of the National Youth Service tirelessly swing machetes to clear dense shrubs obscuring railway tracks more than a century old. It’s a distinctly low-tech phase for China’s Belt and Road drive in Africa to create […]

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The Road to Damascus Will Be Paved by China’s Belt and Road

Via National Interest, commentary on China’s long game in improving relations with Syria and the Middle East as a whole: As Damascus’ forces gradually recover more territory, with Idlib province being the last rebel stronghold, Syria is now entering a “postwar” phase. Yet while Syrian president Bashar al-Assad’s forces have prevailed on the battlefield, his victory has […]

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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.