China is Winning the Global South
August 24th, 2024
Via National Interest, commentary on how – wthe United States and its allies have focused extensively on the military and technological fronts in competing with China – the third front in the Global South remains critical yet underappreciated: Great Power Competition, sometimes called the Second Cold War, is unfolding on a global scale. The United States […]
Read more »China’s Belt And Road Initiative: A Critical Analysis
August 24th, 2024
Via Eurasia Review, commentary on China BRI: China’s Silk Road OBOR (One Road One Belt) project The Asia Pacific region appears to be enthralled by China’s Belt and Road Initiative (BRI) which is basically aimed at developing infrastructure in the participating countries. According to Eric Brown, Research analyst of the Geopolitical Economic Risk, Belt and […]
Read more »Nepal Asks China to Wipe Away a Loan It Can’t Afford to Pay Back
August 23rd, 2024
Via New York Times, an article on how a new government in Nepal has formally asked for relief from a $216 million debt it incurred for construction of an airport in Pokhara that has been beset by problems: When Nepal’s new international airport opened last year in one of the country’s biggest cities, it was […]
Read more »A Glimpse Into Indonesia’s Nickel Policy
August 23rd, 2024
Via the Lowy Institute, a look at Indonesia’ nickel industry and China’s involvement therein: Since 2020, Indonesia has tried to transform itself from an exporter of nickel into a key player in the global nickel value chain by banning exports of the raw material in an effort to incentivise nickel customers to invest in “downstream” […]
Read more »The U.S.-Backed Railway Sparking A Battle For African Copper
August 21st, 2024
Courtesy of The Financial Times, a look at how Washington’s support for a minerals train connecting the DRC to the Atlantic illustrates its desire to compete with China: As the US ambassador’s car pulled into a port terminal on Angola’s Atlantic coast last month, the longshoremen queueing for work were ecstatic at the sight of […]
Read more »A $2 Trillion Reckoning Looms as Ports Become Pawns in Geopolitics
August 21st, 2024
Via Bloomberg, an article on how ports have become pawns in geopolitics, as these gateways to global trade face costly conversions to retool in new era of rivalry, automation and green energy: For centuries, control of the world’s biggest shipping centers helped expand empires, spark and settle wars, ease poverty and build middle classes while […]
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.