Chinese Lithium Giant’s Chile Headache Telling of Growing Global Resource Protectionism
June 5th, 2024
Via Caixin, a report on a Chinese lithium giant’s Chilean headache: The Chilean government’s move to take greater control over the country’s largest lithium reserve in a deal with local giant SQM has put its Chinese shareholder Tianqi Lithium in a bind, and comes as developing nations around the world take a greater interest in […]
Read more »US Tech Giants Building Dozens of Data Centers In Chile, But Locals Are Fighting Back
June 2nd, 2024
Via Rest of World, an article on the multiple Chilean groups which are working to keep Amazon, Google, and Microsoft from doubling the number of centers in the country, fearing environmental devastation: Over the past 12 years, 16 data centers have been approved in Santiago’s metropolitan area. Most use millions of liters of water annually […]
Read more »Tensions Grow As China Ramps Up Global Mining For Green Tech
May 1st, 2024
Via BBC, a report on growing global tensions as China ramps up its search for green minerals worldwide: Earlier this year, Ai Qing was woken up in the middle of the night by angry chants outside her dormitory in northern Argentina. She peered out of the window to see Argentine workers surrounding the compound and […]
Read more »Why the U.S. and China Suddenly Care About a Port in Southern Chile
April 28th, 2024
Via Americas Quarterly, an article on why Punta Arenas – sitting at the very tip of South Americ – has rich potential for green hydrogen and is drawing a spike in global shipping, as well as interest from Washington and Beijing: Perched on the pylons of a century-old coal pier, sleek black cormorants gaze out […]
Read more »China’s Tianqi Lithium’s $4bn bet on Chile at risk of backfiring
April 10th, 2024
Courtesy of The Financial Times, an article on China’s Tianqi’s $4bn bet on Chile’s lithium which is at risk of backfiring: When China’s Tianqi Lithium paid $4bn in 2018 to become the second-largest shareholder in Chile’s SQM, it was making a gamble to gain a strategic foothold in one of the world’s top lithium reserves […]
Read more »Fast Fashion Goes To Die In Chile’s Fog Desert
April 4th, 2024
Courtesy of National Geographic, a sobering look at how clothing from many of the world’s favorite brands lies in discarded heaps in Chile’s Atacama Desert: The Atacama Desert in northern Chile stretches from the Pacific to the Andes across a barren expanse of red-orange rock canyons and peaks. As one of the driest deserts on Earth, it’s […]
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.