China’s Economic Slowdown Is a Wakeup Call for Latin America
February 9th, 2024
Via World Politics Review, a report on the impact that China’s economic slowdown may have upon Latin America: Over the past two decades, as China’s breakneck economic growth turned it into the engine of the global economy, Beijing became an increasingly powerful player in Latin America. It displaced the United States, long the top trading […]
Read more »Catching Rays: Latin America Purchasing Billons of Dollars of Chinese Solar Panels
January 2nd, 2024
Courtesy of Latinometrics, a look at Latin American’s significant investment in Chinese solar panels: In the last six years, Latin America has imported $26B — or almost twice the GDP of Nicaragua — worth of solar panels from China, the world’s leader in producing and selling them.
Read more »Petrobras Looks to China for Green Partners – and More Oil
December 7th, 2023
Via Dialogo Chino, a report on Petrobras, Brazil’s state oil firm, which has signed deals with Chinese companies on clean energy and oil exploration: As the COP28 climate conference opens in Dubai next week, Brazil will be presenting a contradiction to the world: while promising to accelerate its energy transition, the country continues to invest massively in oil. One […]
Read more »China-Latin America Ties Deepen Amid Boom in Cross-Border Auto Trade, E-Commerce
December 6th, 2023
Via Caixin Global, a look at deepening China-Latin America ties: Twenty-five kilometers north of Monterrey, Mexico, is a cluster of Chinese-owned factories producing everything from auto parts and mechanical equipment to electronics and furniture. The site, Hofusan Industrial Park, has seen some 30 Chinese firms set up shop in the past four years. But Hofusan […]
Read more »Brazil’s EV Market Shifts Up A Gear As Chinese Firms Set Up Shop
December 5th, 2023
Via Dialogo Chino, an article on the billions in foreign investment which is boosting a growing electric vehicle market in Brazil, one of Latin America’s main car-making hubs: Record sales of electric and hybrid vehicles, and a wave of billion-dollar Chinese investments could mark a turning point in Brazil’s automotive industry, and influence its South […]
Read more »As China Tightens Controls on Graphite, The Hunt Is On for New Supplies.
October 22nd, 2023
Courtesy of Barron’s, a look at how Chinese restrictions on graphite may help emerging markets like Brazil, Turkey, Madagascar, and Mauritius which also have reserves: China’s stricter controls over graphite exports mean companies, including electric-vehicle makers such as Tesla, will have to accelerate their search for alterative sources of the mineral. Demand for graphite for use in […]
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.