Archive for the ‘China’ Category

Saudi Aramco Eyes Cooperation With China Beyond Just Oil

Via Caixin Global, a report on Saudi Aramco’s interest in investing in, and cooperating with, China in the fields of chemicals, green materials, energy transition and digital innovation: Saudi Aramco sees opportunities to invest in and cooperate with China in the fields of chemicals, green materials, energy transition and digital innovation, said Amin Nasser, president […]

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PetroChina Does Business As Usual With Russia

Courtesy of Nikkei Asia, a report on the Chinese state oil group’s ongoing energy ties with Moscow: Chinese state-owned energy groups continue to buy crude oil and natural gas from Russia, executives said this week, even as Western countries impose sanctions meant to cut off Moscow’s funding for its war on Ukraine. PetroChina, the core listed […]

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China’s Exports To Central Asia Are Booming

Via Asia Times, a report on China’s growing commercial engagement with Central Asia: Central Asia is becoming one of Eurasia’s main trade and transit hubs, with Kazakhstan in the forefront. Sino-Central Asian trade turnover stood atUS$89.4 billion at the end of 2023, a 27% increase over the 2022 level of US$70.2 billion, according to China’s Customs Agency.  Of that total, US$61.4 billion represented Chinese exports to the region. Trade between China and Kazakhstan alone clocked […]

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Chinese Mega Port Developer Fights Back As Peru Moves To Scrap Exclusivity Over Peru’s “Shanghai”

Courtesy of The Financial Times, a report on China megaport builder’s criticism as Lima reverses course on its exclusive right to operate the controversial Chancay project: A Chinese state-owned shipping company building one of Latin America’s biggest deepwater ports has criticised a move by the Peruvian government to remove its exclusive right to operate the […]

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China and Russia Challenge US Claim to Mineral-Rich Stretches of Seabed

Courtesy of The Financial Times, a report on international reaction to a US claim to an extended area of seabed: US claims to a swath of mineral-rich seabed are being challenged by China and Russia because Washington has failed to ratify a treaty that governs access to resources in international waters. Chinese and Russian diplomats […]

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China’s BRI Pivots To Tech Sharing

Via South China Morning Post, a look at China’s BRI pivot towards technology: After years of focusing on infrastructure investment in its Belt and Road Initiative projects, China now offers its partner countries funding and expertise in clean technologies This will encourage regional nations, particularly in Southeast Asia and the Middle East, to keep engaging […]

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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.