As West Surges Towards Electric Cars, Unwanted Gas Guzzlers Go To Africa
May 21st, 2023
Via CNN, an article on how America’s unwanted gas guzzling cars end up in places like Benin, Nigeria, and Kenya: Standing on the stony ground in the bustling Fifa Park car lot, Rokeeb Yaya is haggling over the price of a dark red car. It is one of a couple hundred vehicles, parked in long […]
Read more »Rise of Geopolitical Swing States
May 20th, 2023
Via Goldman Sachs, interesting commentary on the growing importance of what they term “geopolitical swing states”, countries such as India, Brazil, UAE, Qatar, and Vietnam among others: Executive summary As the U.S. and China coexist, compete, and confront each other to determine who will set the geopolitical rules, they will either court or thwart an […]
Read more »China and India Compete for Influence in the Indian Ocean
May 20th, 2023
Via The Strategist, commentary on how India and China’s rivalry is reshaping South Asia: Home to almost two billion people, some of the world’s most dynamic economies, and important shipping routes, South Asia is a crucial geopolitical arena and the site of increasing rivalry between two of Asia’s biggest powers—China and India. This growing competition […]
Read more »China Expands Its Economic Reach Into The United States’ Backyard
May 20th, 2023
Via East Asia Forum, an article on China expanded economic reach into Central and South America: In early March 2023, General Laura Richardson, head of the United States Southern Command, told a US congressional hearing that Chinese actions in South America posed a threat to US safety. According to General Richardson, China is on a […]
Read more »Chile’s Lithium Industry Holds its Breath as Boric Pursues Nationalization
May 19th, 2023
Courtesy of Stratfor’s Worldview, a look at the impact of Chile’s decision to nationalize its lithium industry: Increased state control of Chile’s lithium sector may lead to a mechanism for new investment, but higher associated costs could limit investor interest. On April 20, Chilean President Gabriel Boric announced that he would seek to “nationalize the […]
Read more »Tightening Its Belt: China’s New Approach in Africa
May 18th, 2023
Courtesy of Geopolitical Futures, analysis of China’s new approach in Africa: China is moving away from its landmark Belt and Road Initiative in favor of smaller direct investments in strategic projects like renewable power and communications. In 2013, Beijing unveiled the Belt and Road, consisting of huge loans for gargantuan infrastructure projects in the Global […]
Read more »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.