Archive for the ‘Mexico’ Category

Mexico Presidential Frontrunner Pledges $13.6 Billion For Energy Investments

Via Reuters, a report on the Mexico presidential frontrunner pledge of $13.6 billion for energy investments: The favorite to win Mexico’s presidential election in June, Claudia Sheinbaum, on Monday outlined a plan to invest $13.57 billion in new energy generation projects through 2030. The ambitious program plans to increase wind and solar power generation and […]

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Emerging Powers and the Future of American Statecraft

Via the Carnegie Endowment for International Peace, a new report on how, collectively, emerging powers in Asia, Africa, Latin America, and the Middle East are growing in their geopolitical weight and diplomatic ambition. How closely do they align with the United States when it comes to Russia and China? What drives their decisions on the […]

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Mexico’s Investment Boom

Via Apricitas Economics, a detailed look at Mexico’s investment boom which is being driven by major public works projects and supply-chain nearshoring: The United States has taken a much more aggressive approach to managing its industrial policy over the last several years—spending hundreds of billions to subsidize investments in semiconductors fabricators, car factories, and cleantech manufacturing […]

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The CPKC Railway Line Linking Mexico, the United States and Canada

Opened last year, a look at the CPKC railway line linking Mexico, the United States and Canada: Canadian Pacific Kansas City (CPKC) began operations, the first railway line that commercially links Mexico, the United States and Canada , with a route of more than 32,000 kilometers to through the main cities and ports of the three nations. […]

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The United States’ Missed Opportunity in Latin America

Courtesy of Foreign Affairs, a look at U.S.’s missed opportunity to prioritize investing in Latin America: When policymakers consider national security, they tend to think first of military capabilities: the weaponry and ammunition a country possesses, the state of its armed forces, its border defenses, its surveillance and cybersecurity. Since 2020, however, U.S. national security […]

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The Big Picture of Mexican Exports

Via Geopolitical Futures, a look at Mexico’s exports and recent data that suggest its pivot to Asia may pay off: Mexico’s economy made headlines late last week when the latest data from the U.S. Commerce Department showed that, for the first time in more than 20 years, Mexican exports to the U.S. surpassed exports from […]

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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.