Archive for the ‘Myanmar’ Category

Southeast Asia’s Potential in Critical Minerals

Via the Australia Strategic Policy Institute, a report on Southeast Asia’s potential in critical minerals: Global critical mineral demand is expected to increase dramatically in coming decades, from a 7.1 million tonnes in 2020 to 42.3 million tonnes in 2050. Global commitments to decarbonisation are the main drivers of this growth, because clean-energy technologies depend […]

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Myanmar’s Military Regime Promotes EVs with a Heavy Hand

Courtesy of Nikkei Asia, a report on the Myanmar military regime active promotion of EVs via a tariff exemption and ban on gasoline-powered cars: The number of electric vehicles in Myanmar has increased more than sixfold in a year as the military regime exempts EVs from tariffs and imposes an import ban against gasoline-powered autos. New […]

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China, Myanmar Revive Hopes for Bay of Bengal Deep Water Port in Kyaukphyu

Via South China Morning Post, an article on revived hopes for a Bay of Bengal deep water port: Renewed push for Citic-led project in Rakhine state comes amid continued clashes between ethnic rebel groups and the ruling Myanmar junta Port expected to allow Beijing to bypass South China Sea for oil imports is cited as […]

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Myanmar and China’s CITIC to Resume Stalled Deepwater Port Project

Via Nikkei Asia, an article on China’s decision to resume a stalled deepwater port project in Myanmar that is envisioned as Beijing’s gateway to Indian Ocean under Belt and Road: Myanmar’s long-delayed deepwater port project, backed in part by Chinese state-owned financial conglomerate CITIC Group, appears set to resume work. Representatives from CITIC and Myanmar’s military government held […]

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Myanmar’s Kyaukpyu Port

Via Geopolitical Monitor, a look at if and how Kyaukpyu Port will take its place among other Belt and Road megaprojects like Gwadar and Hambantota: SUMMARY Kyaukpyu is a small fishing village of some 50,000 people located in Myanmar’s Rakhine State. This sleepy hamlet is where China wants to establish the next maritime hub of […]

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In Myanmar, Chinese and Thai Companies Fill Economic Vacuum

Courtesy of NikkeiAsia, a report on how – as Western businesses exit Myanmar – investments come from friendly nations such as China and Thailand: From infrastructure to consumer goods, Chinese and Thai companies have expanded in Myanmar as their countries maintain relations with the Western-sanctioned military-led government. Than Swe, Myanmar’s military-appointed deputy prime minister and foreign […]

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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.