How China and the Gulf States are Shaping Central Asia’s Energy Transition
December 31st, 2025
Via East Asia Forum, an article on how China and the Gulf states are shaping Central Asia’s energy transition: China and the Gulf states are expanding renewable energy investment in Central Asia. Through complementary competition, they vie for influence while occupying distinct and often mutually supportive roles in clean energy projects, particularly in Kazakhstan and […]
Read more »How Algeria Can Help China Plug Iron Ore Gaps and Gain Pricing Power
December 29th, 2025
Via the South China Morning Post, a report on how Algeria’s Gara Djebilet deposit in the Sahara Desert – discovered decades ago – is only now coming into production: In the heart of Algeria’s Sahara Desert, Chinese state-owned giant China Railway Construction Corporation (CRCC) has completed laying track on the PK330 Bridge, a final and […]
Read more »China, Quad and the Rare Earths Mineral Competition in Myanmar
December 10th, 2025
Via Asia Times, a look at how ethnic rebel groups’ advances against the junta have disrupted Chinese resource-extraction dominance: As the US-China rivalry spirals, it is spilling over into new domains, particularly those involving rare earth minerals, regional supply chains, and emerging technologies. Countries with fragile political systems but high geoeconomic value are increasingly turning […]
Read more »How China Built a Network of Ports Encircling the Globe
December 1st, 2025
Via Bloomberg, a look at how – with shipping outposts on six continents – Beijing has cemented its trade dominance. That some could be used by its navy has other nations worried. Illustration: Christian Capestany China has invested tens of billions of dollars in building or investing in a global network of commercial ports on […]
Read more »Great Game Intensifies for Myanmar’s Kachin Rare Earths
November 28th, 2025
Via the Asia Times, a look at how US-India cooperation in REE refining could give Kachin rebels controlling mines a strategic alternative to China In the global contest over critical minerals, Myanmar has emerged as an unlikely pivot. Rare earth elements (REE)—dysprosium, terbium, and others indispensable for magnets in wind turbines, electric vehicles, and advanced […]
Read more »How China Is Using Brazil to Reshape Power in the Americas
November 21st, 2025
Via The Diplomat, commentary on how China is entrenching itself in the Brazilian industrial base and consumer economy, with implications for Chinese influence across the continent: China’s increasing economic footprint in Brazil, Latin America’s largest economy, is redefining the region’s balance of power. Once primarily a trading partner, China is now entrenching itself in the […]
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.