Archive for the ‘China’ Category

China: Here To Stay In Iraq’s Energy Sector

Via The Atlantic Council, a look at why China is here to stay in Iraq’s energy sector: Even as Iraqi Prime Minister Mohammed Shia al-Sudani has worked to increase US involvement in Iraq’s energy sector, his government has also expanded already-deep ties with Beijing by awarding new upstream projects to Chinese companies and increasing the […]

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The Rise of Durian Diplomacy

Via Foreign Policy, a report on how – in Asia – soft power rests on a divisive, spiky fruit: The fruit’s scent announces its presence long before it comes into view. The aroma snakes down the lorongs, past the coffee houses and xian bing stalls of Kuala Lumpur’s Chinatown, ending at the gloved hand of the local […]

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India’s Rare Earth Dilemma: Between Chinese Leverage and an Afghan Offer

Via The Diplomat, a look at India’s behavior in regard to critical minerals can be best understood as strategic hedging: Beijing is signaling geoeconomic control over a chokepoint industry by deciding to resume the supply of rare-earth magnets to India on the condition of a written “no-diversion” pledge. This is more than just a contractual detail. […]

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The Taliban Emirate, China, India and Pakistan

Via Geopolitical Futures, commentary on what attacking Pakistan means for the Taliban to try to break out of international isolation: After the United States withdrew from Afghanistan in 2021, it was only a matter of time before conflict erupted between the Afghan Taliban and their former patron, Pakistan. One of the ways this manifested was […]

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Chinese Construction Firms Changed The Way They Operate in Africa

Via Asia Times, a look at how Chinese construction firms activate in Africa – less dependent on state funding than before, – are no longer so closely tied to Beijing’s priorities: For most of the past 25 years, Chinese construction companies operating in Africa could count on generous financial backing from Chinese banks. Between 2000 […]

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Chinese Cars for Iranian Copper: How Sanctions Revived Barter Trade

Via Bloomberg, a look at a barter arrangement of Chinese cars for Iranian copper: Every few months, a consignment of car parts rolls off a production line in an industrial town on China’s mighty Yangtze River. The engines and chassis are sent to a different factory to be half-assembled into what is known as “knocked […]

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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.