Vietnam, Not India, is in a Geopolitical and Geoeconomic Sweet Spot
July 7th, 2024
Via The Diplomat, a comparison of India and Vietnam: Vietnam has demonstrated a dexterity in its foreign policy that few other countries can claim, having hosted U.S. President Joe Biden, Chinese President Xi Jinping and most recently, Russian President Vladimir Putin within a span of nine months. This is even more impressive considering that it […]
Read more »Investment World’s Efforts To Navigate Geopolitics
July 5th, 2024
Courtesy of The Financial Times, a report on how the investment world is trying to navigate geopolitics: Attended by prominent figures such as tech billionaire Michael Dell, Blackstone chief Stephen Schwarzman and Yasir Al-Rumayyan, the head of Saudi Arabia’s $925bn Public Investment Fund, the FII Priority conference in Miami in February was one of the […]
Read more »Oil Find Helps Namibia Transform Into Business Route for Airlink
July 5th, 2024
Via Bloomberg, an article on the impact that Namibia’s oil and gas finds are having upon air travel: Airlink plans to upgrade to bigger aircraft in due time Airlink has commercial partnerships with Qatar and Emirates Oil and gas discoveries in Namibia are transforming the nation into a high-end business travel destination from a tourist […]
Read more »US Intervened In Congo Mine Sale To Chinese Arms Group
July 5th, 2024
Courtesy of The Financial Times, an article examining how US officials encouraged DRC’s state miner Gécamines to review its sale of a copper mine to a subsidiary of a Chinese defense company: The US has intervened in the sale of a Congolese copper mine to a Chinese arms manufacturer in an effort to prevent Beijing […]
Read more »China EV Makers Neta, Xpeng Turn To Africa Amid European Backlash
July 4th, 2024
Courtesy of Nikkei Asia, an article on the growing EV market in emerging economies worldwide: Chinese electric-vehicle manufacturers Neta Auto and Xpeng Motors are ramping up their push into Africa, shifting their overseas strategies amid trade frictions with Europe. Neta, a brand developed by EV startup Hozon New Energy Automobile, opened a flagship store in […]
Read more »Cancellation of Nickel Investments Should Be a Wake-Up Call for Indonesia
July 4th, 2024
Via The Diplomat, a report on the cancellation of two planned nickel investments: On June 24, two multinational mining and mineral processing giants, France-based Eramet and Germany-based BASF, announced that they would cancel plans for a $2.6 billion nickel-cobalt refinery located within the Indonesia Weda Bay Industrial Park (IWIP), in North Maluku, Indonesia. The companies cited commercial reasons, […]
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.