The Deadly Mining Complex Powering the EV Revolution
June 23rd, 2024
Courtesy of Bloomberg, a report on how nickel is pouring into the supply chain from an Indonesian industrial park with a history of fatal accidents: Early in the morning last Christmas Eve, Chinese and Indonesian workers prepared for a maintenance operation at the Indonesia Morowali Industrial Park. A complex of factories, smelters and power plants on […]
Read more »China’s Sri Lanka Refinery Alarms India
June 21st, 2024
Via Eurasia Review, a look at – in a move that will up alarms in India – China’s giant conglomerate Sinopec is entering Sri Lanka’s energy market with its inaugural overseas refinery at the Chinese-managed Hambantota port. Sri Lanka approved the $4.5 Bn investment in November: Doubtlessly, this strategic move flags Sinopec’s ambition to offset […]
Read more »Africa’s Copperbelt Sets Off Investment Race for EV Metals
June 20th, 2024
Via Nikkei Asia, a look at the growing investment race for EV metals in Africa: Businesses from the U.S., Japan and Europe are moving to tap mineral reserves in Central Africa, using the latest technologies to locate critical electric vehicle materials, as China currently dominates development on the continent. The so-called Copperbelt spans across the […]
Read more »China Is Building Europe Battery Supply in Morocco
June 20th, 2024
Via Bloomberg, a report that China is building its European battery supply in Morocco: Less-expensive LFP batteries gaining use in electric cars Jorf Lasfar site aims to produce cell materials next year China is building a battery supply chain for Europe in Morocco, as the continent struggles to develop its own industry to feed electric-car […]
Read more »China-Australia Rare Earth Intrigue
June 17th, 2024
Via a/symmetric, commentary on a Chinese rare earth investor with state ties: The Australian government this week ordered China-linked funds to slash their stakes in a rare earths miner, citing national interest grounds. The Western Australia miner, Northern Minerals, boasts the “most advanced heavy rare earths project globally.” It aims to be the first significant ex-China supplier of heavy […]
Read more »China, Taiwan, and the Future of Guatemala
June 17th, 2024
Via The Diplomat, an article on the rapid expansion of Beijing’s political and economic influence in countries switching relations from Taiwan to China and how it suggests that a “flip” by Guatemala could be particularly impactful: Over the past year, China has made significant advances in Central America in multiple sectors, in strategic geography ever closer to […]
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.