India Could Put Chabahar on Slow Burner as IMEC Gathers Pace
February 27th, 2025
Via The Diplomat, a report on how abandoning its Chabahar port project is not a preferred option for India as its Central Asia ambitions depend on trade via this Iranian port: To apply “maximum pressure” on Iran to “end its nuclear threat, curtail its ballistic missile program and stop its support for terrorist groups,” U.S. […]
Read more »Chabahar: Where Trump Is Hurting India and Helping China
February 24th, 2025
Via the Asia Times, commentary on how President Trump’s decisions to end a sanctions waiver on the India-invested Iranian port, jeopardizes Quad cohesion and boosts China’s position and power: When Indian Prime Minister Narendra recently met with US President Donald Trump at the White House, Iran’s Chabahar Port wasn’t apparently on the two leaders’ broad […]
Read more »Qatar Bets On Affordable Housing in India, Indonesia
January 20th, 2025
Via Semafor, an article on Qatar’s investment interest in affordable housing: Gulf real estate investments usually revolve around prime properties in cosmopolitan cities, but Qatar’s latest deals are a bit downmarket. The Qatar Investment Authority, Doha’s sovereign wealth fund, has joined private equity firm Warburg Pincus and other investors to buy a $141 million stake in […]
Read more »Rosneft, Reliance Agree Biggest Ever India-Russia Oil Supply deal
December 16th, 2024
Via Reuters, a report on a new oil supply deal between Rosneft and Reliance, the largest ever India-Russia oil supply deal: Rosneft to ship 500,000 bpd of various crude grades Biggest India-Russia energy deal ever worth $13 billion a year at current prices Pricing and volumes to be reviewed annually, sources say Agreement strengthens India-Russia […]
Read more »India Could Be Apple and Samsung’s Solution to the Future of Phones
December 8th, 2024
Via Wired, a look at how a quarter of all iPhones could be made outside China by 2025, most likely in India—a rapidly growing market with hundreds of millions of potential customers. And the race is on, as Samsung and Chinese brands are betting big there too. The giant companies that make the phones in our […]
Read more »India-Kazakhstan Cooperation in Critical Minerals Signals a Shifting Regional Approach
November 27th, 2024
Via The Diplomat, a report on growing India- Kazakh cooperation in critical minerals: The critical minerals sector has attracted significant global attention, including from New Delhi and Astana. On November 4, India and Kazakhstan partnered to produce titanium slag, a critical mineral. Indian Rare Earths Limited (IREL) and Kazakhstan’s Ust-Kamenogorsk Titanium and Magnesium Plant (UKTMP) […]
Read more »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.