Race to Control Electric-Vehicle Supply Chains Leads to Africa
August 16th, 2023
Courtesy of the Wall Street Journal, a look at how – to bypass China – Western companies are investing in facilities to process battery metals in countries such as Tanzania, Mauritius and South Africa: Pressure to create supply chains for electric-vehicle batteries that bypass China is prompting Western miners to do something they have long […]
Read more »Economic Powerhouses Are Foundering in Sub-Saharan Africa
August 16th, 2023
Courtesy of Bloomberg, a report on how traditional economic leaders in sub-Saharan Africa are now falling behind: Sub-Saharan Africa’s economic powerhouses are faltering. While South Africa has pulled back from the brink of an electricity crisis in recent weeks as the government scrambled to keep the state utility’s creaking plants running, energy shortages continue to […]
Read more »Moving At Full Speed: VinFast Worth More Than Ford and GM
August 16th, 2023
Via Quartz, a report on Vietnamese EV manufacturer’s public listing which values it more than legacy US carmakers: Vietnamese electric vehicle (EV) manufacturer VinFast saw its valuation surpass that of legacy US carmakers Ford and General Motors (GM) on its first day of trading on Nasdaq yesterday (Aug. 15). VinFast, which debuted its first two gasoline-powered car […]
Read more »India’s Economic Rise Is Not Guaranteed
August 15th, 2023
Courtesy of The Financial Times, commentary warning that – without reform – India will be unable to capitalize on the country’s economic potential: Last year on the 75th anniversary of its independence from British rule, India’s prime minister, Narendra Modi, urged the nation to “dominate the world”. India’s rising role in the global economy is […]
Read more »China Bankrolls Africa Railroad To Cut Australia Iron-Ore Reliance
August 15th, 2023
Courtesy of Nikkei Asia, a report on how a costly new Chinese infrastructure investment in Guinea aimed at unlocking the world’s largest untapped source of iron ore: While China-Australia relations seem to be thawing, Beijing is slowly but surely moving to cut its dependence on Australian iron ore. Last Friday, mining giant Rio Tinto and […]
Read more »Paraguay and Titanium: Failure to Launch?
August 15th, 2023
Courtesy of Geopolitical Monitor, a look at Paraguay’s failed titanium sector: “Paraguay will become the center of global titanium production,” was the headline of a November 2010 article in the BBC. Almost a decade and a half later, titanium production in Paraguay has yet to begin. Even more, by the own admittance of the country’s authorities, […]
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.