Archive for the ‘Panama’ Category

Saving the Panama Canal Will Take Years and Cost Billions, If It’s Even Possible

Courtesy of Bloomberg, an article on how a combination of climate change and infrastructure is to blame for critical shipping delays at the Panama Canal: The vestiges of an ancient forest tell the story of just how bad things are at the drought-stricken Panama Canal. A few hundred feet from the massive ships hauling goods across […]

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Catching Rays: Latin America Purchasing Billons of Dollars of Chinese Solar Panels

Courtesy of Latinometrics, a look at Latin American’s significant investment in Chinese solar panels: In the last six years, Latin America has imported $26B — or almost twice the GDP of Nicaragua — worth of solar panels from China, the world’s leader in producing and selling them.

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Panama’s Post-Canal Economy Takes Shape

Via Geopolitical Futures, a look at how Panama is looking for solutions beyond its traditional economic engine: Throughout 2023, the Panama Canal Authority has introduced various restrictions on the size and frequency of vessels transiting the canal amid an extended period of low water levels. Just last week, authorities reduced the daily number of available […]

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Sino-Pakistani Ties Steam Ahead With Proposed Rail Project

Courtesy of The Diplomat, an article on a planned $58 billion railway line to link the Pakistani port city of Gwadar with Kashgar in China’s Xinjiang province: China’s proposed $58 billion railway project aimed at connecting Pakistan’s port of Gwadar to Kashgar in Western China is set to revolutionize trade and geopolitics in the region […]

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China’s Investment Setbacks in Panama

Courtesy of The Diplomat, a report on China’s investments in Panama: Since the 2013, China has made major infrastructure investments worldwide as part of President Xi Jinping’s signature Belt and Road Initiative (BRI). One significant recipient of Chinese investment has been Panama, which under former President Juan Carlos Varela switched diplomatic recognition from Taiwan to […]

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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.