Archive for the ‘Pakistan’ Category

How Pakistan’s Military Is Taking Over Its Economy

Courtesy of The Financial Times, a look at how investors are increasingly nervous over the extent to which Pakistan’s armed forces have become intimately involved in everything from canal projects to energy contracts: On a sunny early January afternoon, two thousand fishermen, farmers and activists gathered on the dry river bed outside Kotri Barrage in Pakistan, […]

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Saudi Arabia Set To Buy Stake In Pakistan Copper and Gold Mining Project

Courtesy of The Financial Times, a report on Saudi Arabia’s plans to purchase up to 20% share in $9bn complex as it looks to accelerate its diversification away from oil: Saudi Arabia’s investment mining fund is set to buy a stake in Pakistan’s Reko Diq project, which will be one of the world’s largest copper […]

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Will the Trump Administration Grant the Iran-Pakistan Pipeline Project a Sanctions Waiver?

Via The Diplomat, a report on how – if Pakistan does not keep its part of the pipeline agreement with Iran – it will have to shell out a potential $18 billion to Tehran: Pakistan’s Petroleum Minister Musadik Malik announced in December that he planned to request a sanctions waiver for the Pakistan-Iran gas pipeline project from […]

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Gwadar International Airport: A Catalyst for Regional Prosperity and Employment Opportunities

Via Modern Diplomacy, a report on the long-anticipated operationalization of the New Gwadar International Airport (NGIA) which marks a transformative chapter in the development of Gwadar and its surrounding regions: The long-anticipated operationalization of the New Gwadar International Airport (NGIA) marks a transformative chapter in the development of Gwadar and its surrounding regions. This state-of-the-art […]

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China in Pakistan’s Power Sector: The Hidden Costs Behind Pakistan’s Energy Overcapacity

Via The Diplomat, a look at how contracts with Chinese power producers have left Pakistan footing a massive bill for inefficient supply – all while electricity shortfalls continue: According to the Economic Survey (2023-24), Pakistan’s power production capacity stands at 42,131 MW – almost double its domestic electricity demand. Yet Pakistan remains the only South […]

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Expanding US-Pakistan Relations Through Mining Projects

Via Jerusalem Strategic Review, commentary on the potential role that mining projects could play in The geopolitics of minerals has changed in the last five years, driven largely by the global focus on electric cars. The demand for minerals used in batteries, like lithium, cobalt, and copper, will quadruple by 2040. Among top consumers is the […]

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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.