Mongolia’s New Coal Highway To China
November 8th, 2024
Via Dialogue. Earth, a report on Mongolia’s efforts to increase coal exports to a decarbonising China, leaving pastoralists in Ömnögovi province braced for the potential damage: Nearly 85% of Mongolia’s exports go to its southern neighbour, China, and must pass through one of eight checkpoints along the two countries’ 4,709-kilometre-long border. More than half of it is coal, which […]
Read more »Chinese Investment in Kazakhstan Deepens With $2.5 Billion in New Deals
November 5th, 2024
Via The Diplomat, an article on new Chinese investment in Kazakhstan, most of which involve a steel and mining company recently acquired and renamed by a state-owned private equity firm in the wake of a tragic mining accident: During a working visit to Shanghai this week, Kazakhstan’s Prime Minister Olzhas Bektenov attended a Kazakh-Chinese investment roundtable, […]
Read more »The 10 Fastest-Developing Cities on Earth
November 3rd, 2024
Via Statista, a graphical look at the 10 fastest-developing cities on Earth: Out of the world’s top 15 growth hubs, 14 are forecast to be located in Asia, according to the Growth Hub Index 2024 by British real estate service Savills. These cities have been identified as set to develop particularly quickly by 2033, based on indicators […]
Read more »Responding To China’s Growing Influence On Ports In The Global South
October 31st, 2024
Via Center for Strategic and International Studies, commentary on how the West can respond to China’s growing influence on port infrastructure in the Global South: Port infrastructure around the world is critical to U.S. economic and military security. Although vitally important, it is an investment area where China is outpacing the United States. China now […]
Read more »Rare Earths: How Beijing Tamed a Lawless Industry and Gained Global Influence
October 28th, 2024
Courtesy of the New York Times, a look at how Chinese state-controlled companies now run an industry once known for its acid pits, radioactive waste and smugglers: As recently as 2010, few industries were as lawless, and yet as central to the global economy, as China’s production of rare earth metals. Consignments of rare earths […]
Read more »China Leveraging Laos To Link Up Its Southeast Asian Economic Interests
October 28th, 2024
Via South China Morning Post, a report on China’s growing interest in Laos: China aims to scale up infrastructure construction in uniquely strategic Laos to accelerate trade and investment throughout Southeast Asia as Chinese businesses scout for space to grow offshore, analysts said. Premier Li Qiang said during a four-day visit to the Southeast Asian nation […]
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.