Mineral-Rich Developing Nations Demand Bigger Piece of the EV Pie
July 2nd, 2023
Courtesy of the Wall Street Journal, a look at how mineral-rich developing nations are establishing policies aimed at making the most of the clean-energy shift: Across the developing world, mineral-rich nations say they are moving to end the era of extract and export. Countries with vast deposits of the ingredients essential to making electric vehicles […]
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 »Global Green Revolution Will Stall Without Latin America’s Lithium
May 7th, 2023
Via The Economist, an article on the importance of Latin America to the world’s lithium-enabled future: Over half of the world’s lithium, a metal used in batteries for electric vehicles, can be found in Latin America. The region also has two-fifths of the world’s copper and a quarter of its nickel. Recently delegations from 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 »China’s Latin American Gold Rush Is All About Clean Energy
April 30th, 2023
Courtesy of Foreign Policy, an article on China’s Latin American “gold rush”: A new gold rush is underway in Latin America—only this time around, the bounty is white. With its sprawling salt flats, the region is rich with a new ore—lithium—and everyone from Germany to China is clambering to get in on the race. White […]
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.