Archive for the ‘Mongolia’ Category

Mongolia Looks to Fuel Russia and China by Rail

Via Foreign Policy, an article on critical rail routes that Mongolia is aiming to finish by end of 2022: After a tumultuous and contested decade of politicking around the potential security implications of expanding its freight logistics to China, Mongolia is expected to complete three critical rail lines by the end of this year. These […]

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A New Russian Gas Pipeline Is a Bad Idea for Mongolia

Via The Diplomat, an article on the Soyuz-Vostok pipeline, part of the larger Power of Siberia 2 project, which could make Mongolia even more vulnerable to pressure from its autocratic neighbors: Ukraine’s President Volodymyr Zelenskyy spent his middle childhood years in the Mongolian mining town of Erdenet, as the son of a Soviet specialist with […]

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Mongolia Highlights ‘New Recovery Policy’ at Economic Forum

Via The Diplomat, an article on Mongolia’s new economy recovery plan: On April 7 and 8, Mongolia held its Economic Forum, which has been canceled for the past two years due to COVID-19. One key takeaway from the forum is the partial privatization of some state-owned enterprises to attract foreign direct investment in various sectors. […]

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Gazprom Sign Off Mongolian SPV To Study Gas Supplies To China

Via Russia Briefing, an interesting report on Gazprom’s recent actions to study the potential of gas supply from Mongolia: Gazprom has registered a ‘Special Purpose Vehicle’ (SPV) company in Mongolia to deal with design and survey and the feasibility study for the project of building a main gas pipeline across Mongolia for gas deliveries to […]

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The Prospects for the China-Mongolia-Russia Economic Corridor

Via The Jamestown Foundation, a report on the prospects for a China-Mongolia-Russia Economic Corridor: Mongolia is a landlocked country with a population of roughly 3.3 million people, bordering on only two nations, China and Russia. The country’s primary exports are largely minerals and raw materials, making trade with countries other than its immediate neighbors difficult. […]

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Mongolia’s Energy Alliance with Russia and China

Via The Diplomat, a look at the Power of Siberia 2 project involvingRussia, Mongolia, and China: Mongolia, geopolitically and physically land-locked between two regional powers — Russia and China — is paving the way to secure an energy alliance. In March 2020, Russian President Vladimir Putin met with Alexey Miller, Chairman of the Gazprom Management Committee […]

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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.