Investing in Frontier Market / Emerging Market Commodities

CGX Energy (CVE: OYL / FRA: GXCN / OTCMKTS: CGXEF): A Speculative Guyana Oil Small Cap Stock

by

Frontera Energy (TSE: FEC / FRA: 3PY3 / OTCMKTS: FECCF): Hit By Colombia Unrest But Sees Coming Profitability and Operational Improvements

by

Gran Tierra Energy (NYSE: GTE): Still Has Plenty of Exploration Opportunities in Colombia and Ecuador

by

Vista Energy (NYSE: VIST): Has the Largest Shale Oil and Gas Play Under Development Outside North America

by

GeoPark Ltd (NYSE: GPRK): Positioned for a Latin American Oil Boom

by

PKN Orlen (WSE: PKN / FRA: PKY1): Russian Oil Sanctions Bite But Looks to Expand in Germany Plus Pays Record Dividends

by

Hibiscus Petroleum (KLSE: HIBISCS): Profitably Enhancing Production from Mature Assets

by

Africa Oil Corporation | Investor Presentation Poised for Transformational Value Upside (Africa Oil Corporation) PDF File

by

Africa Oil Has Everything I Look For In An Oil Play (Seeking Alpha)

by

Malaysia Responds to EU Moral Imperialism (Murray Hunter Substack)

by

Explainer: Why Malaysia is Considering a Ban on Palm Oil Exports to the European Union (Reuters)

by

Why We Shouldn’t Underestimate China’s Petro-Yuan Ambitions (Oilprice.com)

by

Panama to Shut Down First Quantum’s Giant Copper Mine (Mining.com)

by

Gold channeling East – How Much Does China Really Own? Feat. London Paul Live From The Vault -Ep103 (Kinesis Money Youtube)

by

China Confirms It Is “Mystery” Massive Gold Buyer With First Official Purchase In 3 Years (Zero Hedge)

by

China Reopening, Oil, and Doing Nothing (Profit Hunting Blog)

by

Gold Fields Flags Slight Drop in Production (IOL)

by

Cash-rich AngloGold Ashanti Caught Up in JSE Rout Despite Stronger Quarter (IOL)

by

There Are Massive, Record Breaking “Mystery Buyers” In Gold All Of A Sudden (QTR Finance Substack)

by

Gold Market Roiled As Mystery Buyer Waves In 300 Tonnes (Zero Hedge)

by

Visualized: Why Do Indians Buy Gold During Diwali? (Visual Capitalist)

by

How a Strong Dollar Affects International Currencies & Commodities (CME Group)

by

Reflections on the Ukraine Crisis: Watershed for EM Investing? (Acadian)

by

An Asian Bretton Woods? (Goldmoney)

by

Russia’s Top Gold Producer Sells $670 Million of Bonds in Yuan (Caixin)

by

Chinese Copper Giant Maike Seeks Help With Liquidity Issues (Bloomberg)

by

One Of China’s Biggest Commodity Traders Faces Liquidity Crisis (Zero Hedge)

by

Deglobalization Is Inflationary (Of-Two-Minds)

by

Stocks, Bonds, Real Estate & The Dollar Are About To Get “Vaporized” (QTR’s Fringe Finance)

by

The Fat Russian Lady is Getting Ready To Sing For The LBMA (GoldFix)

by

Russia Proposes New Standard To Compete With RIGGED London Bullion Market Association (LBMA) (Capitalist Exploits via Zero Hedge)

by

Feed Shortage Leads To Pig Cannibalism, China’s Economy Worsens (The Epoch Times / Zero Hedge)

by

Russia And China Officially Announce a “New Global Reserve Currency” (QTR’s Fringe Finance)

by

Russia Now Demands Rubles For Grain As World’s Largest Wheat Exporter (Zero Hedge)

by

Who’s Still Buying Fossil Fuels From Russia? (Visual Capitalist)

by

The Link Between Soaring Food Prices and Political Instability (Statista)

by

The Global Power Shift Isn’t West to East – It’s Not That Simple (Charleshughsmith.blogspot.com)

by

US Quietly Urges Russia Fertilizer Deals to Unlock Grain Trade (Bloomberg)

by

Lost Revenue: SA’s Power Crisis Hits April Mining Production Where it Hurts (IOL)

by

Analysis: Colombia’s Extractive Industries Watching Election Warily (Reuters)

by

Turkey’s Inflation Soars to 73%, a 23-year High, as Food and Energy Costs Skyrocket (CNBC)

by

Africans ‘Victims’ of the Ukraine War, AU Head Tells Putin (DW)

by

Russia is Winning Battle to Control the World’s Wheat (The Times)

by

EU Slowly Weening Off Russian Crude Gives Moscow Time To Divert Flows To Asia (Zero Hedge)

by

Transnet Freight Rail’s Poor Performance Deals Multi-billion Blow to SA Economy (Business Report)

by

The Economic Impact of a Boycott on Russian Fossil Fuels (RaboResearch)

by

Ukraine War Poses a Threat to EU Industry (RaboResearch)

by

How Russia Avoids Oil Sanctions: Transfer-At-Sea To “Destination Unknown” (Mish Talk)

by

The Renminbi’s Creeping Internationalisation (BNP Paribas)

by

Russia-Ukraine Conflict Raises Risks for Some Emerging Markets (FitchRatings)

by

Rise of EVs: Impact on Commodities and Emerging Markets (William Blair)

by

China and Green Energy Drive Copper Prices to Record High (Nikkei Asia)

by

The Time Has Come to Say Goodbye to the FTSE/JSE Gold Mining Index (Business Report)

by

Copper ETFs Rally on Economic Recovery, Chile Supply Concerns (NASDAQ)

by

Indonesia’s Energy Pipeline Springs Leak as Chevron Eyes Exit (Nikkei Asia)

by

Japan’s Phased Reduction of Coal Power Means Closer Links to Russia (The Asset)

by

The New Emerging Market Landscape: The Single Commodity Focus Has Shifted (Franklin Templeton)

by

China’s SGID to Become Major Player in Chilean Electricity Market (The Asset)

by

Malaysia Can Draw Up to $33b in Rare Earth Investment Over Next 10 Years (Straits Times)

by

Iron Ore, Gold Rush Push South Africa’s Miners to 11-Year High (Bloomberg)

by

India, China Step on the Gas on Oil Sourcing Plan (Livemint)

by

Africa’s Oil & Gas Scene After the Boom: What Lies Ahead (Oxford Energy Forum)

by

The Future of Yuan (Express Tribune)

by

Africa Enjoys Oil Boom as Drilling Spreads Across Continent (Bloomberg)

by

Petróleos de Venezuela (Pdvsa) Now Verges on Collapse (NYT)

by

Why Commodities Don’t Belong in Portfolios (Institutional Investor)

by

Russia’s Oil Industry Powers On Despite Sanctions (WSJ)

by

Moody’s Downgrades Four African Nations

by

Mongolia Flounders After Becoming “Minegolia” (WSJ)

by

Mining Collapse Cripples Africa’s Dreams of Prosperity (WSJ)

by

Investors Exit Africa for Other Frontier Markets (WSJ)

by

Is Your Emerging Market Strategy Overexposed to These 3 Factors? (KraneShares)

by

Frontier Market ETFs Have 72% Exposure to Oil-Dependent Countries (FT Adviser)

by

Russia, Kazakhstan and China are Buying Gold (The Diplomat)

by

YPO CEO Survey: UAE Business Confidence Declines Significantly (YPO)

by

YPO CEO Survey: Africa CEO Confidence at 5-year Low (YPO)

by

CLSA Feng Shui Index Predicts a Good Year for These Chinese Sectors (CNBC)

by

Heatmap: Structure of Russian Exports (Research Affiliates)

by

Old Mutual CEO: Low Oil Prices Won’t Stop Me Investing in Africa (CNBC)

by

How India (Mostly) Benefits From Low Oil Prices (The Economic Times)

by

Margetts’ Ricketts: Low Oil Prices Mean Asia and Emerging Market Funds Can Keep Rallying (FE Trustnet)

by

Aberdeen CIO: Investors Are Not Prepared for a Rise in Oil Prices (FE Trustnet)

by

Sanctions Will Impact Russian Arctic, Deepwater & Shale Oil Exploration (FT)

by

Gary Shilling: 9 Investment Ideas for the Current Risk-On World (Business Insider)

by

Russia’s Mechel to Dump US and Other Assets to Focus on Asia (MT)

by

Will the Russia-China Gas Deal Give Japan Energy Security? (Reuters)

by

South African Gold Mines “Would Not Weather Strike” (BusinessDay)

by

Miners From Emerging Markets Outperform Peers From Developed Countries (PwC)

by

Mining’s Iron Grip on the South African Economy (Reuters)

by

The BIG Loser in the Russia-China Gas Deal? Australia (SMH)

by

South Africa’s Broken Mining Labor Model (BD)

by

When China Sneezes, Latin America Gets the Flu Thanks to Commodities (IPS)

by