Archive for the ‘China’ Category

Laos Grants 25-Year Power Grid Concession to Chinese-Majority Firm

Via The Diplomat, an article on a deal which deepens China’s involvement in the Lao government’s goal of transforming itself into the “battery of Southeast Asia”: Earlier this week, the government of Laos and a majority Chinese-owned company signed a 25-year concession agreement that allows the company to build and manage a large part of the […]

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China’s Interests Going Up In Flames In Myanmar

Via Asia Times, an article on the impact of Myanmar’s coup on Chinese investments in the country: When unknown assailants torched at least ten Chinese-financed factories in Yangon’s Hlaing Tharyar Industrial Zone, Beijing was quick to urge Myanmar’s military leaders to ensure security for its investments. China’s state-run Global Times newspaper, often a reflection of […]

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China-Central Asia: An Uneasy Co-Existence

Via Observer Research Foundation, commentary on China and Central Asia: Relations of China with the five Central Asian states—Kazakhstan, Kyrgyzstan, Tajikistan, Turkmenis??tan and Uzbekistan—have witnessed impressive growth over the thirty years since Central Asia attained independence from the Soviet Union in 1991. During the Soviet period, borders of Kazakh, Kyrgyz and Tajik Soviet Socialist Republics […]

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Middle East LNG Hedging in China’s Energy Diplomacy

Via The Diplomat, an article on how increased demand for energy will give China greater and greater dependency on – and sway over – the world’s LNG producers: China’s energy mix is currently changing to include more natural gas and liquefied natural gas (LNG). Combined piped gas and ship-borne LNG currently comprise around 8 percent […]

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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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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.