Why a Small Pacific Island Territory Is Upending Nickel Prices
May 22nd, 2024
Via Foreign Policy, a report on why violent riots in New Caledonia are having an outsized global impact on critical mineral supply chains. The tiny Pacific island territory of New Caledonia entered its second week of deadly riots on Monday, with protesters blocking roads and shutting down the airport. At least six people have been […]
Read more »Face It, Putin: China Is Just Not That Into Your Gas Pipeline
May 22nd, 2024
Courtesy of Bloomberg, commentary on China’s waning interest in the proposed Russian-Chinese gas pipeline, dubbed Power of Siberia 2: Underneath all the bombast and saber rattling that plays out whenever President Xi Jinping and his Russian counterpart Vladimir Putin meet up, there’s always an undertone that sounds more like a plot line from a high […]
Read more »Billions of Low and Middle-Income Consumers Represent Trillions in Impact Investment Opportunities
May 22nd, 2024
Via ImpactAlpha, a report on the billions of low and middle-income consumers that represent trillions in impact investment opportunities: Off-grid solar companies were once dependent on grants and highly-concessional capital to prove that low-income and energy-disconnected households make good and reliable business customers. Now early movers like Sun King are securitizing their customers’ payments to […]
Read more »Zimbabwe in Talks with China for $533 Million Revamp of State Railway Company
May 21st, 2024
Via Bloomberg, an article on discussions between Zimbabwe and China for a $533 million revamp of its state railway company NRZ and China Rail sign MoU on scope of work needed for revamp Study to assess state railway needs, finance minister says Zimbabwe is in talks with China Railway Group Ltd. to help modernize the state-owned National Railways […]
Read more »China Is Winning the Minerals War
May 21st, 2024
Courtesy of the Wall Street Journal, a look at the race for critical minerals in which Western efforts to make a dent are languishing; ‘China is not just standing still waiting for us to catch up’: For the past few years, the West has been trying to break China’s grip on minerals that are critical […]
Read more »The Sheikh Who Dominates One of the World’s Hottest Stock Markets
May 21st, 2024
Via Bloomberg, an article on the UAE’s exchanges approach $1 trillion in value as Abu Dhabi’s index almost triples since April 2020. The United Arab Emirates’ rulers will soon achieve a distinction they’ve long coveted. Their once sleepy stock exchanges will be home to companies valued at $1 trillion. This outsize success—the markets already ranked No. […]
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.