Archive for the ‘China’ Category

How Chinese Investments Are Reshaping Africa’s Steel Industry

Via The Diplomat, a report on how – for China – investing in Africa’s steel industry is a strategic move to relocate surplus production capacity and address slowing domestic demand: Africa’s steel industry is undergoing a significant transformation, fueled by growing demand and increased foreign investment, particularly from China. In 2024, the continent’s steel market […]

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India, UAE to Develop Sri Lanka Energy Hub as Delhi Competes with China for Influence

Via Reuters, a look at Indian and UAE efforts to develop Sri Lanka energy hub as Delhi competes with China for influence: India and the United Arab Emirates agreed to develop an energy hub in Sri Lanka, India’s foreign ministry said on Saturday, as New Delhi’s competition with China grows in the Indian Ocean island nation. […]

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China Is Reshaping Global Development. Is That Good for the Planet?

Via Inside Climate News, at look at how China is deploying low-carbon investments through its $1.3 trillion Belt and Road Initiative. But many of these projects come with risks of their own. Case in point: Two hydroelectric dams in Argentina could flood cultural heritage sites and harm one of the world’s largest glacial icefields. Deep […]

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China’s Expanding Footprint in Uzbekistan

Via The Diplomat, a look at how Tashkent is seeking to maintain strong economic ties with Beijing while addressing public concerns about their possible impacts on the country’s sovereignty: Sinophobia has been noticeably on the rise in Uzbekistan in recent weeks, especially on social media. Increasing viral content about unverified land sales to Chinese investors and the […]

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China Is Already Pushing Back Against Trump in Panama and Latin America

Via World Politics Review, a report on how China is pushing back against the U.S. in Panama and Latin America: This week, a consortium of U.S. companies led by Blackrock was supposed to complete the purchase of two ports in Panama from CK Hutchison, a Chinese firm based in Hong Kong. U.S. President Donald Trump […]

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Myanmar Rebels Disrupt China Rare Earth Trade, Sparking Regional Scramble

Via Reuters, a report on Myanmar’s rare earths industry: Ethnic army controls area accounting for nearly half of global heavy rare earths production Rebels seek leverage against Beijing, which invested heavily in rare earths and supports Myanmar’s junta Price of key mineral used in EVs and wind turbines has soared since rebel takeover India has […]

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WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.