US, Philippines Eye Agreement to Cut China Nickel Dominance
May 1st, 2024
Via Bloomberg, a report on growing US / Philippine cooperation around nickel: Nations are wary over Beijing’s grip on supply from Indonesia Nickel is crucial metal needed for many electric car batteries The U.S. and the Philippines are in discussions over ways to prevent China from dominating nickel processing in the Southeast Asian nation, a key supplier […]
Read more »Tensions Grow As China Ramps Up Global Mining For Green Tech
May 1st, 2024
Via BBC, a report on growing global tensions as China ramps up its search for green minerals worldwide: Earlier this year, Ai Qing was woken up in the middle of the night by angry chants outside her dormitory in northern Argentina. She peered out of the window to see Argentine workers surrounding the compound and […]
Read more »One Investor’s Trip To Namibia
May 1st, 2024
Via Terra Nova Capital Advisors, an interesting look at Namibia: Africa is uninvestable? There are a lot of stereotypes about Africa. Most people assume that every country in Africa is poor, dangerous, and with a terrible economy. Most investors – typically those who have never been to African countries nor met with African companies – […]
Read more »Indonesia: Ten Bold Moves That Could Transform Nation Into A Green Powerhouse
May 1st, 2024
Courtesy of McKinsey, a report on how Indonesia could—with ten strategic initiatives—help ensure a secure, green, and sustainable future for itself and the world: The world stands at a pivotal point in the journey toward decarbonization—emissions need to reduce by half by 2030 and reduce steeply thereafter.1 This presents both immense challenges and significant opportunities. Challenges include […]
Read more »Digging Deep: Saudi Arabia’s Mining Sector Unearths Great Potential
May 1st, 2024
Via The Circuit, a report on Saudi Arabia’s mining sector: ??Saudi Arabia is digging deeper to capitalize on the vast mineral wealth beneath the kingdom, according to a new government report. In addition to its vast oil reserves, the country is also sitting on gold, phosphate, bauxite, copper, zinc and nickel. The mineral abundance’s value is estimated […]
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.