Archive for the ‘Mongolia’ Category

Mongolia’s New Coal Highway To China

Via Dialogue. Earth, a report on Mongolia’s efforts to increase coal exports to a decarbonising China, leaving pastoralists in Ömnögovi province braced for the potential damage: Nearly 85% of Mongolia’s exports go to its southern neighbour, China, and must pass through one of eight checkpoints along the two countries’ 4,709-kilometre-long border. More than half of it is coal, which […]

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Mongolia Pitches Plan to Build New Capital From Scratch

Via The Diplomat, an article on Mongolia’s plans to build a new city close to the ancient ruins of Kharkhorum and make it their new seat of government: Kharkhorum, the one-time seat of the vast Mongol Empire, was so renowned in its day that travelers from as far away as Europe entered its walls to […]

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France’s Orano Sees Progress Developing Uranium Mine in Mongolia

Via Bloomberg, a report on a development in Mongolia’s uranium sector: A long-delayed, multi-billion dollar uranium project in Mongolia under development by French state-controlled miner Orano SA could start producing the nuclear fuel by 2030, the company said. Commercial output from the Zuuvch Ovoo mine could begin after five years of construction, pending the signing of an investment agreement, […]

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How Mongolia’s Foreign Policy Can Bolster Critical Mineral Supply Chains

Via The Diplomat, a report on Mongolia’s significant opportunity to contribute to the regional and global energy transition by supplying key commodities: As governments worldwide try to reduce fossil fuel usage and CO2 emissions, critical minerals and their supply chains are ever-important. Mongolia’s vast natural resources combined with the government’s push to capitalize on its […]

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Mongolia’s Cultural Diplomacy Brings New Deals With Fulham FC, BBC

Via The Diplomat, a report on Mongolia’s efforts to think outside the box in its attempts to diversify its economy, especially by promoting the tourism sector: Two new partnerships with a London-based Premier League football club and the British Broadcasting Corporation (BBC) highlight Ulaanbaatar’s multi-pillared approach to promoting cultural diplomacy in a bid to increase economic […]

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Mongolia’s Precarious Energy Security

Courtesy of The Diplomat, a report on Mongolia’s energy security, which needs to be viewed holistically, as a function of its economy, environment, and geopolitical situation: Mongolia sits in a unique position where its energy situation is deeply intertwined with both its economy, which is mostly driven by raw material exports, and its geographic location between […]

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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.