Archive for the ‘Kazakhstan’ Category

The United States Tells China to Kick Rocks in Central Asia

Via East Asia Forum, commentary on U.S. efforts to diversify its supply chain for critical minerals and reduce its dependence on China by establishing partnerships with Central Asian republics, though it anticipates various challenges. In particular, China’s restrictions on gallium and germanium exports and significant economic influence in the region raise concerns. The United States, […]

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Komatsu Opens Central Asia Hub to Tap Mining Rush for EV Metals

Via Nikkei Asia, a report on growing industry interest in Central Asia’s energy transition metal potential: Komatsu will facilitate deliveries of mining equipment across Central Asia through a new logistics hub in Kazakhstan, with an eye on the region’s reserves of key electric vehicle materials like nickel and lithium. The Japanese heavy machinery maker recently […]

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The West Is Laser-Focused on Central Asia’s Middle Corridor. So Is China.

Via The Diplomat, a look at the Middle Corridor but – for more commodities to move west from Central Asia – better infrastructure, more inter-agency cooperation, and modern customs systems are necessary: The U.S. Trade Representative (USTR) Kathleen Tai visited Kazakhstan and Uzbekistan in mid-June, the first time a USTR has ever visited the Central Asian region. […]

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The New Reality of Energy Geopolitics in Eurasia

Via The Diplomat, a look at how – with the so-called gas union – Russia, Kazakhstan and Uzbekistan are engaging in opportunistic cooperation and flirting with dangerous new dependencies. On November 28, 2022, Kazakh President Kassym-Jomart Tokayev visited Moscow, meeting with Russian President Vladimir Putin and other top Russian officials. During their meeting, Russian media […]

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Power of Siberia 2: Close Deal or Re-Route?

Via Asia Times, a look at the geopolitics surrounding the Power of Siberia 2 as China debates how alternate Kazakhstan gas route affects Mongolia route plan: A plan to transit Russian natural gas to China via Kazakhstan has recently triggered a hot debate among Chinese pundits over the fate of the long-discussed Power of Siberia […]

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Taliban Plan Regional Logistics / Energy Trade Hub With Russian Oil In Mind

Via The Frontier Post, a report on the Taliban’s plans to build a regional logistics / energy trade: The Taliban has agreed with Kazakhstan and Turkmenistan to build a logistics hub in western Afghanistan aimed at making the war-torn nation a major logistics point for regional exports, including oil from Russia to South Asia, the […]

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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.