Can South America Take Advantage of the Lithium Boom?
October 18th, 2022
Via Foreign Policy, a look at South America’s lithium “triangle”: Commodity prices have gone haywire lately, but lithium is one that shot up and stayed there. The price of lithium carbonate, a key component of many electric batteries, hit an all-time high in April and remains almost 10 times what it was two years ago, […]
Read more »Argentina Formalizes Its BRICS Membership Application
September 20th, 2022
Via MercoPress, a report on Argentina’s BRICS application: Argentina has sent a BRICS’ formal membership application to Chinese authorities this week. Beijing since last June current holds the chair of the Brazil, Russia, India, China and South African powerful trade and cooperation block The submission of the document was celebrated by the Argentine ambassador to […]
Read more »Lithium Monopoly in the Making? Beijing Expands in the Lithium Triangle
September 7th, 2022
Via Geopolitical Monitor, a report on China’s growing engagement in the “Lithium Triangle”: China aims to expand its influence in the “Lithium Triangle” as a component of a broader campaign to construct a near-monopoly in the global lithium market. The Lithium Triangle, comprising Argentina, Bolivia, and Chile, accounts for approximately 56% percent of global lithium supply. Beijing’s […]
Read more »Bolivia Diverts LNG To Argentina, Leaving Brazil In The Dark
May 26th, 2022
Via MercoPress, a report that Bolivia is diverting LNG to Argentina, leaving Brazil 7 million cm short per day: Bolivia is diverting natural gas to Argentina, and unexpectedly has reduced the supply to Petrobras by 30% this month, catching the state-owned company off guard. As a result, Petrobras experienced a loss of more or less than […]
Read more »How China Beat Out the U.S. to Dominate South America
February 18th, 2022
Via Bloomberg, an article on how China beat the U.S. in South America: In the hinterland of Argentina, Mario Pizarro’s office looks like a shrine to China. There’s the framed photo of a Chinese peasant with Pizarro’s face superimposed beneath the conical farmer hat. There’s the blue-robed smiling Buddha statue. And there’s the model wind […]
Read more »How Argentina Pushed Chinese Investors to Help Revitalize Its Energy Grid
December 23rd, 2021
Via the Carnegie Endowment, a report on Argentina and Chinese investment: China has become a global power, but there is too little debate about how this has happened and what it means. Many argue that China exports its developmental model and imposes it on other countries. But Chinese players also extend their influence by working through local […]
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.