Myanmar Rebels Seize Rare-Earth Mining Hubs, Threatening Supply Chains
November 8th, 2024
Via Nikkei Asia, a report on how rebel activity in Myanmar, the world’s 3rd-largest rare earths producer, is disrupting exports to neighboring China: Armed rebels are taking control of key rare-earth mining areas in Myanmar, a development that threatens to disrupt supply chains for electric vehicles and other products that pass through China. The Kachin […]
Read more »Speeding Up the Economy: The Role of Methamphetamines in the Southeast Asian Boom
October 12th, 2024
Via The Diplomat, an article on how – faced with ruthless economic demands – increasing numbers of Southeast Asian workers are turning to a cheap, addictive drug that enables them to “work without stopping:” Like many teenagers around the world, Ngo started using drugs after being encouraged by his friends. But what separates his experiences […]
Read more »China Spent Millions On A New Trade Route – Then A War Got In The Way
September 20th, 2024
Via BBC, a report on the uncertain fate of China’s ambitious plan to connect its landlocked southwest to the Indian Ocean via Myanmar: “One village, two countries” used to be the tagline for Yinjing on China’s south-western edge. An old tourist sign boasts of a border with Myanmar made of just “bamboo fences, ditches and […]
Read more »Myanmar’s Yoma Expands Noodle Shops To Thailand
August 24th, 2024
Via Nikkei Asia, an article on one Myanmar conglomerate’s efforts to distance itself from the military government there: Myanmar’s Yoma Group is bringing a local chain of noodle shops to Thailand this year, growing the conglomerate’s restaurant business even amid political turmoil in its home market. Singapore-listed Yoma Strategic Holdings, the operator of KFC chicken restaurants […]
Read more »India–Myanmar–Thailand Trilateral Highway: Road To Regional Economic Connectivity
August 6th, 2024
Via East Asia Forum, a report on the India–Myanmar–Thailand Trilateral Highway which aims to bolster regional economic integration and expand India’s influence in Southeast Asia. But despite its potential benefits, the project has faced significant delays due to political instability in Myanmar, financial constraints and security concerns. Ethnic conflict and bureaucratic hurdles have further complicated […]
Read more »Gas Pains: Myanmar Is Running on Fumes
July 25th, 2024
Via The Diplomat, an article on Myanmar’s gas crisis: Myanmar’s domestic gas production is plummeting. The country’s biggest gas field, called Yadana, is nearing the end of its lifetime. According to Thai energy data, Thai imports of Yadana gas have dropped 47 percent since the military takeover of February 2021, which has plunged the country […]
Read more »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.