What Could a New Era Mean for Latin America?
July 25th, 2023
Courtesy of McKinsey, a report on how current global challenges could usher in a new era for Latin American economies: At a glance The current global upheaval may feel unprecedented, but there have been similar periods of acute disruption in recent history, each of which gave birth to a new era with its own distinctive […]
Read more »China: Secretly Fueling A Renewable Energy Boom in Latin America
July 16th, 2023
Via Fortune, an article on China’s renewable energy-driven interest in Latin America: The story of renewable energy’s rapid rise in Latin America often focuses on Chinese influence, and for good reason. China’s government, banks and companies have propelled the continent’s energy transition, with about 90% of all wind and solar technologies installed there produced by Chinese companies. […]
Read more »Latin American Renewables Boom: Not Just A China Story
July 6th, 2023
Courtesy of The Asia Times, a report on Latin America’s renewable industry where Chinese firms back the lion’s share of projects but homegrown industries and ‘frugal innovation’ also are key: The story of renewable energy’s rapid rise in Latin America often focuses on Chinese influence, and for good reason. China’s government, banks and companies have […]
Read more »BlackRock and Brookfield Are Betting Big on Tiny Solar Farms in Chile
June 15th, 2023
Courtesy of Bloomberg, a report on how Chilean solar farms give ESG-focused investors access to stable prices: Some of the world’s biggest fund managers are piling in to a quirky Chilean business model that offers guaranteed long-term prices for power produced by tiny renewable plants. BlackRock Inc. and Brookfield Corp. are among firms buying portfolios […]
Read more »Chile’s Lithium Industry Holds its Breath as Boric Pursues Nationalization
May 19th, 2023
Courtesy of Stratfor’s Worldview, a look at the impact of Chile’s decision to nationalize its lithium industry: Increased state control of Chile’s lithium sector may lead to a mechanism for new investment, but higher associated costs could limit investor interest. On April 20, Chilean President Gabriel Boric announced that he would seek to “nationalize the […]
Read more »Chile’s Move To Control Lithium Alarms Industry
May 4th, 2023
Courtesy of The Financial Times, a report on how Chile’s move to control lithium is alarming industry players, allowing Australia, Argentina and African countries to benefit as Santiago moves ‘urgently’ to take stake in key projects: Chile has moved to take state control of key lithium projects in an attempt to develop its vast resources […]
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.