Indonesian Companies Show Fresh Interest in New Capital Project
September 14th, 2023
Via Nikkei Asia, an article on renewed interest from Indonesian companies in the nation’s new capital project: More Indonesian businesses are announcing initiatives to invest in the country’s ambitious multibillion-dollar capital relocation project as the start of next year’s scheduled move gets closer, even while interest from foreign companies remains tepid over concerns a new […]
Read more »As OPEC’s Energy Influence Wanes, China’s Minerals Clout Rises
September 13th, 2023
Courtesy of The Wall Street Journal, a report on China’s growing influence around critical resource minerals and conclusion that geography and innovation mean cobalt, lithium and copper can never be weaponized as effectively as oil and gas: From OPEC’s oil embargo on the U.S. in the 1970s to Russia’s cutoff of gas to Western Europe […]
Read more »Vietnam: The Epitome of a Belt and Road Hedge
September 13th, 2023
Via Asia Times, commentary on how – unlike welcoming neighbors – Hanoi has staked out a mostly non-committal position on Beijing’s infrastructure-building policy: The Belt and Road Initiative (BRI), launched in 2013 by Chinese President Xi Jinping, is considered an ambitious long-term strategy to promote the expansion of Chinese influence by providing countries in the region with […]
Read more »The Crazy World of China’s Lithium Mine Auctions
September 13th, 2023
Via Bloomberg, an article on China’s lithium mine auctions: Urgency grows for Beijing to defend its lead in supply chains Mineral is crucial to its world-beating electric car industry Welcome to the world of China’s lithium auctions, where vast numbers of bids are placed, firms end up spending over a thousand times the opening price, […]
Read more »Brunei Seeks Chinese Investment Amid Diversification Challenges
September 13th, 2023
Via East Asia Forum, a look at Brunei’s efforts to secure Chinese investment amid diversification challenges: As the third-largest oil producer in Southeast Asia and the fourth-largest producer of liquefied natural gas in the world, Brunei is blessed with vast oil and gas reserves. The country has long enjoyed impressive per capita income and living standards, […]
Read more »The Viability of the India-Middle East-Europe Economic Corridor
September 13th, 2023
Via Geopolitical Futures, a look at the the India-Middle East-Europe economic corridor, an ambitious new connectivity project will likely run aground in the Arabian Peninsula: We live in an age of interregional connections. China’s Belt and Road Initiative, after a decade and hundreds of billions of dollars in spending, has faced significant setbacks but remains […]
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.