Myanmar Rebels Seize Rare-Earth Mining Hubs, Threatening Supply Chains
November 8th, 2024
Via Nikkei Asia, a report on how rebel activity in Myanmar, the world’s 3rd-largest rare earths producer, is disrupting exports to neighboring China: Armed rebels are taking control of key rare-earth mining areas in Myanmar, a development that threatens to disrupt supply chains for electric vehicles and other products that pass through China. The Kachin […]
Read more »Mongolia’s New Coal Highway To China
November 8th, 2024
Via Dialogue. Earth, a report on Mongolia’s efforts to increase coal exports to a decarbonising China, leaving pastoralists in Ömnögovi province braced for the potential damage: Nearly 85% of Mongolia’s exports go to its southern neighbour, China, and must pass through one of eight checkpoints along the two countries’ 4,709-kilometre-long border. More than half of it is coal, which […]
Read more »Southeast Asia Expands Trade As Neutral Hub In Divided World
November 8th, 2024
Via Nikkei Asia, a look at Southeast Asia’s efforts to position itself as a neutral trade hub in a divided world: Southeast Asia is rapidly expanding its global trade by pursuing diplomatic neutrality and engaging with various economies in conflict over political and economic issues. The region’s external trade is projected to rise by $1.2 […]
Read more »Brazil Hopes to Make the Amazon a Model for a Green Economy
November 8th, 2024
Via Yale e360, an article on Brazil’s initiatives to promote a “bioeconomy” in the Amazon that protects biodiversity and helps Indigenous residents. The goal: To get governments to commit to a new economic vision that is truly sustainable. “We must ensure that taking care of the forest is more profitable than cutting down the trees.” […]
Read more »Angola: Caught In Tug-of-War Between China, US
November 7th, 2024
Via Deutsche Welle, a report on how – with rich oil and gas reserves, along with a strategic position for natural resource extraction from Africa’s interior – make Angola a focal point for both China and the US: US President Joe Biden was scheduled to visit Angola this week, but the trip was postponed at the last minute due […]
Read more »Global Cobalt Reserves 2023
November 7th, 2024
Via Mining Visuals, a look at at where the world’s cobalt reserves are located: Cobalt is a critical mineral, essential for the production of lithium-ion batteries used in electric vehicles (EVs), smartphones, and other renewable energy applications. As the world transitions to greener technologies, the demand for cobalt is projected to rise sharply. At the […]
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.