Archive for the ‘Bolivia’ Category

Lithium Monopoly in the Making? Beijing Expands in the Lithium Triangle

Via Geopolitical Monitor, a report on China’s growing engagement in the “Lithium Triangle”: China aims to expand its influence in the “Lithium Triangle” as a component of a broader campaign to construct a near-monopoly in the global lithium market. The Lithium Triangle, comprising Argentina, Bolivia, and Chile, accounts for approximately 56% percent of global lithium supply. Beijing’s […]

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Bolivia Diverts LNG To Argentina, Leaving Brazil In The Dark

Via MercoPress, a report that Bolivia is diverting LNG to Argentina, leaving Brazil 7 million cm short per day: Bolivia is diverting natural gas to Argentina, and unexpectedly has reduced the supply to Petrobras by 30% this month, catching the state-owned company off guard. As a result, Petrobras experienced a loss of more or less than […]

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Bolivia’s Lithium: All Potential, No Action

Courtesy of The Economist, an article on Bolivia’s lithium potential: The salar de uyuni a salt flat in southern Bolivia, is so vast and so white you can see it from the moon. It spans 10,000 km {+2} (4,000 square miles), roughly the area of Kosovo. The top layer consists of salt hexagons, thick enough […]

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Bolivia: Bracing For Economic Change

Courtesy of STRATFOR (subscription required), an detailed analysis of Bolivia’s economic prospects: After nearly a decade in power, Bolivian President Evo Morales seems poised to extend his rule even further. On Sept. 26, Bolivia’s National Congress accepted Morales’ petition to hold a national referendum in February 2016 on his ability to seek a fourth term […]

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Bolivia’s Economic Growth

Via The World Folio, an interesting look at Bolivia’s economic growth: Bolivia has made more economic progress since President Evo Morales took office in 2006 than in all the preceding 180 years, and not just thanks to the nationalization of its extensive oil and gas resources. Despite the collapse in world hydrocarbon prices, the economy […]

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Gazprom: A “Political Insurance” Company

From Robert Amsterdam’s insightful blog, a very interesting analysis of the latest announcement that Gazprom is forming a new $4.5 billion joint venture in the tumultuous Andean country with Total and Yacimientos Petroliferos Fiscales Bolivianos (YPFB), the state-held entity.  As the article notes: “…what is extraordinary about this major energy deal is that Gazprom is […]

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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.