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 »Bay of Dreams: Why Isn’t Bay of Bengal An Economic Superpower?
July 22nd, 2024
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 […]
Read more »Myanmar Revives Stalled Infrastructure Projects with China and Russia
June 23rd, 2024
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 […]
Read more »How Myanmar’s Wood Funds Its Brutal Military
June 13th, 2024
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 […]
Read more »Southeast Asia’s Potential in Critical Minerals
April 15th, 2024
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 […]
Read more »Myanmar’s Military Regime Promotes EVs with a Heavy Hand
February 19th, 2024
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 […]
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.