The Global North and South Need a New Industrial Pact
November 22nd, 2024
Courtesy of The Diplomat, commentary that – to truly counter China’s Belt and Road – the G-7 needs a new development business model with the Global South: As the world economy fractures into “West” and “East,” the race for the Global South is on. Decoupling is reconfiguring supply chains, and the Global South wants a […]
Read more »Why Did Iraq Suspend a $10 Billion Deal With China?
November 22nd, 2024
Via The Diplomat, a look at how the decision to stall a massive oil-for-infrastructure agreement marks a turning point in Middle East power dynamics: In a significant geopolitical development, Iraq’s $10 billion oil-for-infrastructure agreement with China has effectively stalled. The ambitious project, initially established under Beijing’s Belt and Road Initiative in 2019, had positioned Iraq as […]
Read more »China, Indonesia Sign $10 Billion in Deals as Prabowo Visits Beijing
November 16th, 2024
Via The Diplomat, a report on new Chinese investment in Indonesia, including a controversial agreement on economic activities in areas around the Natuna Islands in the South China Sea: Indonesian President Prabowo Subianto yesterday wound up a visit to China, his first since taking office last month, signaling an intention to maintain good relations with Beijing in […]
Read more »The Belt and Road Isn’t Dead. It’s Evolving.
November 14th, 2024
Courtesy of Foreign Policy, a look at China’s evolving BRI in Latin America, where China is saying goodbye to big bets and bridges in favor of a new approach: Chinese President Xi Jinping visits Peru this week for the Asia-Pacific Economic Cooperation (APEC) summit, during which he will inaugurate the deep-water port of Chancay, about […]
Read more »South America’s ‘Made In China’ Megaport Prepares To Transform Trade
November 13th, 2024
Courtesy of The Financial Times, a report on how aBeijing-backed project in Peru poses strategic challenge to US as Donald Trump prepares to take office in January: Ahead of the ribbon-cutting at the Port of Chancay — a Chinese-built megaport on Peru’s Pacific coast that is set to transform regional trade — Chinese-made ZPMC unmanned […]
Read more »Peru New Megaport: Beijing’s ‘Playbook’ For Large Overseas Infrastructure Projects
November 9th, 2024
Courtesy of The Financial Times, an article on Peru’s new Chinese-built megaport: Chinese President Xi Jinping is expected to inaugurate the $1.3bn Chancay port on the Pacific coast when he visits Peru for a summit in mid-November, amid growing concerns among US security officials that the facility’s size, depth and strategic location make it suitable […]
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.