Archive for the ‘China’ Category

Egypt and China: A Partnership For The Future

Via Ahram Online, commentary on the growing China-Egypt partnership: President Abdel-Fattah El-Sisi’s visit to Beijing last May to participate in the China-Arab States Cooperation Forum and his meeting with President Xi Jinping have marked the culmination of the special relationship that has bound the two countries for several decades. As such, the joint statement issued during the […]

Read more »



Thailand’s ‘Land Bridge’ Solution to China’s ‘Malacca Dilemma’

Via The Asia Times, commentary advocating for the US to help finance Thai ‘land bridge’ project to prevent it from falling under China’s control and influence: The proposed route of Thailand’s emerging land bridge project. Image: X Screengrab Last month, two vessels struggling to push through the overcrowded Strait of Malacca collided, reviving interest in alternative […]

Read more »



China’s Railway Diplomacy On High Speed In Vietnam

Via East Asia Forum, a report on China’s railway diplomacy: In Brief The Vietnamese government plans to begin construction on two high-speed railway lines in cooperation with China by 2030, connecting key Vietnamese port cities, Hanoi and provinces bordering China. These railway projects aim to open up deeper economic ties and boost manufacturing relocation from […]

Read more »



China Drives African Lithium Surge to Lock in Key Battery Metal

Via Bloomberg, a report on how Chinese miners and refiners are driving a surge in African lithium output: African mines projected to account for 14% of supply by 2028 West is lagging behind China in securing critical minerals Chinese miners and refiners are driving a surge in African lithium output, shrugging off concerns over a […]

Read more »



The True Cost of China’s Hold On Indonesia’s Nickel

Via the Asia Times, a report on how Indonesia’s EV-fueled nickel industry has morphed into an ‘oligopsony’, where Chinese buyers drive and dominate market dynamics: During the 43rd ASEAN Summit in Jakarta on September 5-7, 2023, Indonesian President Joko Widodo and Vice President Kamala Harris discussed the potential for a US-Indonesia Critical Minerals Specific Free Trade Agreement […]

Read more »



China Poised to Become Africa’s Largest Trading Partner

Via Fair Observer, a report on how China could scoot ahead of the US this year and become Africa’s biggest trading partner: This year, China could pull ahead of the US and become Africa’s biggest trading partner, according to David Shinn, a former US ambassador to Ethiopia and Burkina Faso and an expert on Chinese–African […]

Read more »


ABOUT
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.