Chinese Nickel Miners in Indonesia Face Threat from Falling Prices
December 5th, 2023
Via Caixin Global, a report on how Chinese nickel miners in Indonesia face a threat from falling prices: A nickel rush in Indonesia by Chinese mining companies over the last decade may come to a halt as falling prices for the metal used in steel production makes processing the material in the Southeast Asian country […]
Read more »What Africa Can Learn From Morocco’s Thriving Economic Zones
December 5th, 2023
Via The Africa Report, a look at how Africa’s new free trade agreement can catalyse industrialisation in special economic zones, says the head of Morocco’s Tanger Med Zone, but only if they get the infrastructure and business model right: Morocco’s Tanger Med, Africa’s largest and most developed industrial port complex, has been for years playing […]
Read more »The Chinese Recycling Gem
December 4th, 2023
Courtesy of The Wire China, a look at one of the Chinese firms spearheading the growing industry around recycling batteries: The world’s transition to electric vehicles is raising new questions for companies and governments — including what to do with EV batteries once they’re no longer usable. China, already at the forefront of EV production, […]
Read more »Picking Up Steam: Africa to Overtake Europe in Geothermal Capacity by 2030
December 4th, 2023
Via Rystad Energy, a report on Africa’s growing geothermal sector: Africa’s geothermal sector will attract at least $35 billion in investments by 2050, showing the critical role geothermal is set to play in meeting the continent’s rapidly growing energy demand. Rystad Energy’s latest projections reveal this significant investment will see Africa’s installed geothermal capacity surpass […]
Read more »The Economics of China’s “Involuted Kings”
December 4th, 2023
Via Panda Paw Dragon Claw, commentary on the underlying momentum in China’s EV and renewables sectors: Editor’s Note: The strong export performance of the “New Three” (solar PV, EV and battery) in the past few years has generated interest in the manufacturing revolution in China today that is not only re-making the country’s industrial landscape but […]
Read more »Zanzibar’s Bid To Be A Pan-African Tech and Education Hub
December 3rd, 2023
Via Semafor, a look at Zanzibar’s bid to be a pan-African tech and education hub: Zanzibar, the group of islands known for its sandy beaches and tourism resorts, has spent the last year making a concerted effort to reinvent itself as a global tech hub for African startups and digital natives. But it also now […]
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.