Archive for the ‘China’ Category

China Is Buying Record Amounts of Iranian Oil

Via The Diplomat, an article on China’s increasing close relationship with Iran: China’s purchases of Iranian oil climbed to record highs in 2021, according to data from Refinitiv, a global provider of financial market data. Over the past 14 months, Iran sent 17.8 million tonnes (approximated 306,000 barrels per day) of crude oil to China. Three-quarters of […]

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China Prioritizes Sichuan-Tibet Rail and Western Land-Maritime Corridor

Via Silk Road Briefing, an article on China’s latest BRI priorities: Schemes provide seaport access for Tibet and Sichuan to ASEAN Possible future access to India via Nyingtri Guangxi coast will see huge Port development Implications also for Hainan Island   Opens up access to China’s hinterlands of 280 million people The recent ‘Two Sessions’ meetings […]

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China-Laos Railway

Via South China Morning Post, an article on a new China-Laos railway that some believe is an important piece in the greater prize of infrastructure access to Southeast Asia: In southwestern China’s Yunnan province, there is great fanfare around the  construction of a mega-railway link to neighbouring  Laos, Southeast Asia’s only landlocked country and one of its least developed. […]

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Chinese BRI Investment Isn’t All Bad—or Good

Courtesy of Foreign Policy, commentary on how – as Sri Lanka shows – when it comes to Chinese debt, small states have agency and great powers have responsibilities: In the last few years, the question of whether China’s Belt and Road Initiative (BRI) is predatory has been ripe for debate, with some arguing the loans Beijing […]

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China’s African Belt & Road Initiative May Not Be What You Think It Is

Via Silk Road Briefing, an OpEd on China’s Belt and Road Initiative: China’s moves into Africa are in fact a great case study into how the Belt & Road Initiative actually works. While most of the media commentary has been on the infrastructure, there is rather a lot more at play. In this article, I […]

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In the Caspian Region, China Is Just Getting Started

Via The Frontier Post, an article on China’s growing influence in Central Asia and the Caspian region: The collapse of the Soviet Union allowed China to envision a land-based trade and energy network that would be free from dependence on Russia or the United States. Now, amid conflicts in the South China Sea and Taiwan […]

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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.