China’s Chokehold On Tesla
August 9th, 2023
Courtesy of Nikkei Asia, a report that Tesla relies on China for 40% of battery supply chain, despite efforts to boost the resiliency of its lithium supplies: Nearly 40% of the suppliers for materials used in Tesla’s electric vehicle batteries are Chinese companies, a Nikkei analysis finds, underscoring China’s strong presence in a strategically important […]
Read more »Iran’s Lithium Lode: A Potential Strategic Game-Changer
August 9th, 2023
Via The Lowy Institute, a look at how Iran’s lithium deposit could shift global dynamics: Iran’s recent unearthing of a vast lithium deposit – potentially the world’s second largest – has sent shockwaves through the global lithium competition landscape. Amid the shifting currents of these developments, two key players stand out: China and Australia. China is the […]
Read more »From Beijing to Chengdu, UAE’s ENOC Establishes First China Jet Fuel Network
August 9th, 2023
Via Al Monitor, an article on expansion of UAE’s national oil company’s jet fuel network into China: Dubai’s Emirates National Oil Company (ENOC) announced the first expansion of its jet fuel network in China with the establishment of 14 airports on Tuesday, demonstrating China’s growing ties with the United Arab Emirates. The government-owned oil and gas […]
Read more »Indonesian ‘Hybrid Megaproject’ Could Deliver Cheap Solar Energy To Singapore
August 9th, 2023
Via Recharge News, a report on a megaproject that would see Indonesian solar energy power Singapore: Singapore could see some of its future power needs met by a new “hybrid megaproject” that would send electricity generated by a 2GW solar facility located in in neighbouring Indonesia and backed up by an 8GWh energy storage system, […]
Read more »The New Commodity Superpowers
August 8th, 2023
Courtesy of The Financial Times, a look at nations such as the DRC, Argentina, Chile, and Indonesia, – the countries that produce the metals central to the energy transition who want to rewrite the rules of mineral extraction: The red-brown landscape of Tenke-Fungurume, one of the world’s largest copper and cobalt mines in the Democratic […]
Read more »China’s Xi Meets Mauritania, Burundi Leaders, Signs Cooperation Agreements
August 8th, 2023
Via Reuters, a report on China’s continued outreach to African countries: China signed a cooperation agreement with Mauritania and pledged to strengthen collaboration with Burundi on Friday in the latest in a series of talks between visiting African leaders and Chinese President Xi Jinping. “Developing solidarity and cooperation with African countries is an important cornerstone […]
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.