Archive for the ‘Myanmar’ Category

Bay of Dreams: Why Isn’t Bay of Bengal An Economic Superpower?

Via The Economist, a report on the Bay of Bengal: It is the biggest bay on Earth—so big that five countries define the Bay of Bengal’s rim, among them India, the biggest country in the world by population, and Bangladesh, the eighth most populous. As such, the Bay of Bengal should be a natural and thriving […]

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Myanmar Revives Stalled Infrastructure Projects with China and Russia

Via Nikkei Asia, a report on Myanmar efforts to revive stalled infrastructure projects with China and Russia: Myanmar’s military regime is breathing new life into major infrastructure projects with China and Russia, courting their support amid a protracted conflict with armed rebels at home. A new committee led by Deputy Electricity Minister Aye Kyaw is […]

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How Myanmar’s Wood Funds Its Brutal Military

Via Foreign Policy, a look at how conflict timber flows to India and China: Myanmar is the most violent place in the world, ranking just above Syria and Palestine, according to data from the Armed Conflict Location and Event Data Project. Since the 2021 coup, the international community has imposed economic sanctions to restrict the […]

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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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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.