Archive for the ‘China’ Category

China’s Qinghai Province Has an Ocean of Solar Power, But Nowhere to Store It

Courtesy of Caixin Global, an article on western China’s Qinghai province and its considerable solar potential: High on the Tibetan Plateau in western China’s Qinghai province, a sea of solar panels stretches out across 345 square kilometers, making it the world’s largest photovoltaic power park. With another nearly 265 square kilometers of new panels set […]

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Guinea: World’s Biggest Mining Project To Start After 27 Years of Setbacks and Scandals

Courtesy of The Financial Times, an article on Rio Tinto’s $20bn Guinea iron ore, rail and port plan: The world’s biggest mining project, a $20bn iron ore, rail and port development in a remote corner of west Africa, is expected to start this year after a 27-year wait beset by setbacks, scandals and several false dawns. […]

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Myanmar and China’s CITIC to Resume Stalled Deepwater Port Project

Via Nikkei Asia, an article on China’s decision to resume a stalled deepwater port project in Myanmar that is envisioned as Beijing’s gateway to Indian Ocean under Belt and Road: Myanmar’s long-delayed deepwater port project, backed in part by Chinese state-owned financial conglomerate CITIC Group, appears set to resume work. Representatives from CITIC and Myanmar’s military government held […]

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Attack on Pakistan Highway to China Shakes Key Belt and Road Link

Courtesy of Nikkei Asia, a report on the impact that a recent attack on Pakistan highway to China has had upon a key Belt and Road link: A militant attack in the mountainous Gilgit-Baltistan region of northern Pakistan, near the Chinese border, has rekindled concerns over security on a highway considered crucial for developing the […]

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America Should See India as a Bridge to the Rest of the World

Courtesy of Foreign Affairs, commentary on how to thwart China’s bid to lead the Global South: When India chaired the G-20 summit in New Delhi in September, Chinese President Xi Jinping skipped the meeting, sending the country’s premier, Li Qiang, in his place. The Chinese government did not account for Xi’s decision to miss such […]

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Huawei’s Growing Presence in Central Asia’s Telecom Industry

Via The Diplomat, a report on Huawei’s growing presence in both Kazakhstan and Uzbekistan: In the wake of Western sanctions, Huawei has pivoted toward emerging markets, including within Central Asia. The invasion of Ukraine has further underscored the need for adaptability, prompting Huawei to strategically relocate some of its Moscow office staff to Kazakhstan and Uzbekistan to avoid secondary […]

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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.