Archive for the ‘New Silk Road’ Category

Rail Freight Use on China’s Iron Silk Road Underdelivers

Via The Diplomat, an article on disappointing rail freight use on China’s Iron Silk Road: Containerized rail freight transport under China Rail Express (CR Express) between Europe and China is one of the flagship projects of the Belt and Road Initiative (BRI). However these rail links have been in development since 2011, predating the BRI. […]

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The Three Seas Initiative: A European Answer to China’s Belt and Road?

Via the Lowry Institute, an article on a a quest to modernise dilapidated infrastructure in Central Europe which has quickly transformed into a geopolitical contest: A new infrastructure connectivity initiative in Central Europe is the latest stage for a geopolitical contest. A diverse group of European Union member states in the traditional “buffer zone” between Western Europe […]

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Eight African Belt And Road Initiative Projects That Global Investors Should Be Aware Of

Via Silk Road Briefing, a look at eight (8) BRI projects in Africa: China’s official Belt and Road website lists 42 African countries who have signed MoU with the Belt & Road Initiative. Africa is considered a key part of China’s infrastructure build efforts, due to its potential for rail, roads, and energy. Many African countries […]

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How China Can Tighten Its Belt and Road Initiative In Central Asia

Via South China Morning Post, commentary on how China should veer away from large-scale, top-down investments and seek to work with local companies to build sustainable projects that benefit Central Asians and minimize government corruption: This February, hundreds of residents of At-Bashy, a mountain town in Kyrgyzstan, gathered to protest against the construction of a new […]

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The United States Answer To China’s BRI In Africa: Financing ISIS In Mozambique As An Alternative To Russian LNG

Via Silk Road Briefing, an OpEd on Mozambique: The US EXIM bank has jumped back into global financial circles by making its first multi-billion direct loan. This 86 year old organization was dormant during 2012-2016 after the US Senate failed to renew its charter in 2012, however the Trump administration reconstituted the board quorum in May 2019, with […]

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The China-Pakistan Economic Corridor’s Return to the Shadows

Via The Diplomat, commentary on how the CPEC has been a chastening experience for China in the context of the BRI: In the five years since the China-Pakistan Economic Corridor (CPEC) was launched, it’s been beset by the winds of local politics and the waves of geopolitics alike. In a new report, titled “Returning to the […]

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About This Blog
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.