Archive for the ‘Ukraine’ Category

How China’s Belt and Road Diplomacy Could End The Ukraine Conflict For Good

Via South China Morning Post, commentary on how Ukraine’s integration into the ambitious rail network linking China with Europe, by providing alternative routes bypassing Russia, would be acceptable to the EU and US: A post-war scenario in Ukraine that favours both Russian and Western interests is key to a sustainable ceasefire. China could be well placed to […]

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Russia’s Resource Grab in Ukraine

Via Foreign Policy, a report on how Ukraine’s extraordinary riches in energy, minerals, and agriculture are a prize for the Kremlin: Russia’s motives for invading Ukraine vary from security fears to revisionist historical claims that a Ukrainian national identity does not exist. Energy security also looms large—in particular, Russian President Vladimir Putin’s determination to ensure the […]

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Ukraine War Has Killed China’s Eurasian Railway Dreams

Via Foreign Policy, an article on the impact of the Ukraine conflict on China’s ‘Iron Silk Road’ dreams: When he was welcomed to Beijing’s Great Hall of the People on Feb. 6 for the Olympics, Polish President Andrzej Duda talked to Chinese President Xi Jinping about the long-standing vision of transforming Poland into China’s “gateway to Europe.” […]

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China-Kyrgyzstan-Uzbekistan Railway Remains Uncertain

Via Third Pole, an article on the China-Kyrgyzstan-Uzbekistan railway which – after more than two decades of negotiations – remains stalled on basic issues, with no clear way forward: The China-Kyrgyzstan-Uzbekistan railway (CKU) has been under discussion for almost 25 years, but construction may never begin. Despite numerous high level meetings the three countries have failed to […]

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A Pipelineistan Fable For Our Times

Via the Asia Times, an article on how Ukraine was supposed to prevent Russia from deepening energy ties with Germany, but it didn’t work out that way: Once upon a time in Pipelineistan, tales of woe were the norm. Shattered dreams littered the chessboard – from IPI vs. TAPI in the AfPak realm to the neck-twisting Nabucco opera in Europe.  […]

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Ukraine: Investing Where Others Fear To Tread

Via The Economist, an interesting look at the controversial strategy of a bargain-hunting international bond trader: WHEN the second world war broke out, Sir John Templeton, one of the founding fathers of Franklin Templeton, a big asset manager, made a shrewd bet. Convinced that the best time to invest was “the point of maximum pessimism”, […]

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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.