“It’s Electric!”: China’s Power Play in Latin America
April 10th, 2023
Via Wilson Center, a report on China’s focus on energy generation and transmission projects in Latin America: For a decade, China’s major electricity companies have been laser focused on energy generation and transmission in Latin America and the Caribbean, a trend accelerated by the departure of Western competitors, including Brazil-based Odebrecht and U.S. and European […]
Read more »Chile’s Bet On Green Hydrogen
December 23rd, 2022
Via the IMF’s Finance & Development blog, a report on Chile’s bet on green hydrogen: Chile. The country aims to be the world’s cheapest producer of the alternative fuel Tucked between fjords and islets on the blustery shoreline of the Magellan Strait, the tiny city of Punta Arenas sits at the tip of South America, […]
Read more »Emerging Market Investors: Drop A Bric and Pick Up A Bimchip
December 4th, 2022
Courtesy of The Financial Times, an article on some emerging markets viewed with promise: As a glutton for investment punishment, I return to the vexed subject of emerging market equities and bonds. In July I suggested that a selective strategy of investing long term in key emerging markets (EM) might make sense, even though most […]
Read more »China’s Latin America Move
November 11th, 2022
Via Forbes, a look at China’s increasing interest in Central and South America: Washington may hate the word, but there is no denying that it has exercised all but untrammeled hegemony in Latin America for as long as anyone can remember. It now faces a challenger: the same one it faces in the western Pacific, […]
Read more »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 »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 »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.