Archive for the ‘Laos’ Category

China’s Dependency On Potash Imports Could Give Tiny Laos Rare Leverage

Via Eurasia Review, commentary that China’s dependency on potash imports could give Laos rare leverage: Let’s start with the good news – potentially great news, in fact – for Southeast Asia: Laos could be sitting on 10 billion tons of potash, one of the three main fertilizers used in global agriculture.  In 2022, a subsidiary […]

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China, Japan Vie for Influence Over Southeast Asia’s Decarbonization

Courtesy of Nikkei Asia, an article on efforts by both China and Japan to vie for influence over Southeast Asia’s decarbonization: Landlocked Southeast Asian nation Laos is at the forefront of shifting dynamics in Asia, as the decarbonization strategies of various countries — including Japan — collide with China’s Belt and Road Initiative to create […]

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China Building SE Asia’s Largest Clean Energy Facility in Laos

Via Caixin Global, a report on a massive renewable energy project in Laos: What’s new: The construction of a massive renewable energy base by the China General Nuclear Power Group (CGN Group) in Laos is scheduled to begin in June, marking the start of the largest single new energy project in Southeast Asia. The project will become the […]

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China Goes Big on Laos Power Projects, Boosting Southeast Asian Sway

Via Nikkei Asia, a report on some new Belt and Road Mekong River dams to help Beijing secure renewable energy: Chinese state-owned companies are stepping up power infrastructure investment in Laos, including hydroelectric power plants and transmission, expanding their footprint in a country that aims to become the “battery of Southeast Asia.” The Nam Ou […]

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New Railway From China Boosts Tourism In Laos’ Ancient Capital

Via Nikkei Asia, a report on the positive impact that a new railway in Laos is having upon tourism: In the scenic ancient capital of Luang Prabang, tucked away in the northern part of Laos, the local tourism industry is seeing a significant upswing thanks to an influx of Chinese tourists following the full opening […]

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Laos’ Economic Reckoning

Via East Asia Forum , an article on Laos’ economy: Laos had the feeling of a nation moving ever closer to an economic reckoning in 2023, even though the outcome is likely to be ambiguous and protracted. While according to official statistics, Laos narrowly avoided an outright recession during the depths of the global COVID-19 […]

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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.