Archive for the ‘China’ Category

Sri Lanka Awards Energy Deal To India After Rejecting China

Via Energy Daily, a report on a recent Sri Lankan decision to award power contracts to India rather than China: Sri Lanka on Friday awarded the construction of three solar and wind hybrid power generation facilities to an Indian company after scrapping a tender won by a Chinese firm.New Delhi has long been concerned about […]

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“There Is No CPEC in Gwadar, Except Security Check Posts”

Via The China File, commentary on CPEC, China’s trade route through Pakistan which promised investment but faces regional backlash: The China-Pakistan Economic Corridor (CPEC) is one of the major spokes of Beijing’s multi-trillion dollar Belt and Road Initiative (BRI), an ambitious attempt to remake global trade and transport infrastructure. CPEC’s terminus is Gwadar, a port […]

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China To Build Kenya’s AFCON Stadium

Via NTV Kenya, news that Kenya has signed up China Road and Bridge Corporation to build a 60,000-seat stadium in Nairobi for Africa’s biggest sporting competition, the Africa Cup of Nations (AFCON). It comes ahead of AFCON 2027, which Kenya will host jointly with its neighbors Tanzania and Uganda. Kenya sports ministry The facility, set […]

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Gaming Out China’s Next Export Controls on Critical Minerals

Courtesy of Trivium China, analysis of China’s export controls on critical minerals: China and the West could be on the precipice of a critical minerals trade war. The risk of losing access to key Chinese mineral exports has weighed on companies and governments worldwide since July 2023, when China launched its first tit-for-tat mineral export restrictions on gallium and germanium in response to […]

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China’s Polar Silk Road: Long Game or Failed Strategy?

Via the Arctic Institute, commentary on China’s Polar Silk Road: The events of 2022 proved to be a year of great geopolitical changes. In February 2022, just days before Vladimir Putin launched his full-scale invasion of Ukraine, Xi Jinping and Putin met in Beijing, where they discussed among other things the development of the Polar […]

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Africa’s Energy Frontiers Draw Chinese Investors

Via Energy, Capital, and Power, a look at Chinese investment interest in Africa’s energy potential: As the continent’s largest trading partner, China has played an active role in harnessing Africa’s energy resources and developing critical infrastructure to date. As the country seeks to secure future energy supplies – as well as foster regional diplomacy in […]

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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.