Archive for the ‘Mongolia’ Category

Mongolia’s Rare Earths Diplomacy and Its Geopolitical Implications

Courtesy of The Diplomat, a report on Mongolia’s strategic positioning in the global rare earth sector: Mongolia, rich in minerals especially copper and rare earths, but sandwiched between China and Russia, is making a pivotal shift toward a “third neighbor” – the United States. During a recent visit to Washington, Prime Minister Oyun-Erdene Luvsannamsrai aimed to fortify […]

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Will Mongolia’s Crackdown On Graft Unlock Its Mineral Riches?

Courtesy of The Financial Times, a detailed look at how Mongolia is making sweeping reforms to win over western investors and become less reliant on China and Russia: Thirteen hundred metres beneath the vast Gobi Desert, the heat, dust and a sense of claustrophobia are unshakeable after a rapid trip down a mine shaft in […]

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Mongolia In The Middle: China and Russia May Split Over the Allure of Renewables

Via The Interpreter, commentary on how Mongolia – with an abundance of solar and wind power – is set to impact Sino-Russian relations: Mongolia, sandwiched as it is between China and Russia, the world’s two most powerful authoritarian states, is unlucky. Its rich solar and wind potential may prove to be a curse, not a […]

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Russia and Mongolia: Potential Economic Projects

Via New Eastern Outlook, an article on potential economic projects between Russia and Mongolia: Legally, ties between Russia and Mongolia currently stand at a level of Comprehensive and Strategic Partnership, which they did so following the signing of an indefinite treaty of friendship and comprehensive strategic partnership in 2019 by the leaders of the two […]

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China Props Up Belt-and-Road Borrowers Via Unusual Channel

Via the Wall Street Journal, a report on the People’s Bank of China use of currency-swap lines to support governments that borrowed heavily from Chinese banks via the BRI program: Hungry for foreign currency to shore up their dwindling reserves, some troubled countries have in recent years turned to an unusual source of funds: The People’s […]

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Mongolia Puts Faith In Chinese Railway To Boost Covid-Battered Economy

Courtesy of The Financial Times, an article on Mongolia’s hopes that a Chinese railway will help boost its Covid-battered economy: Mongolia opened a new rail line to China on Friday that the landlocked country’s prime minister said would help it weather the zero-Covid controls that have disrupted cross-border trade with its powerful neighbour. “The opening of […]

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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.