The Axis of Upheaval: The Four Power Threat
April 24th, 2024
Courtesy of Foreign Affairs, insightful commentary on how America’s adversaries are uniting to overturn the global order: In the early morning of January 2, Russian forces launched a massive missile attack on the Ukrainian cities of Kyiv and Kharkiv that killed at least five civilians, injured more than 100, and damaged infrastructure. The incident was […]
Read more »Xi’s Armada Is Winning the Battle for Energy in the South China Sea
April 24th, 2024
Courtesy of Bloomberg, a look at how tensions are soaring, but Southeast Asian nations are struggling to push back on Beijing’s contested claims and tap the energy resources their growing economies need: This was supposed to be the year that Vietnam reaped the benefits from one of its largest natural gas discoveries. An estimated 150 […]
Read more »King Toppled? China’s Seat Atop the Rare Earth Mountain May Be Threatened By Offshore Mines
April 22nd, 2024
Via South China Morning Post, an article examining China’s status as the dominant rare earths provider: As more countries find caches of rare earth minerals, China’s status as the world’s top exporter is being challenged The metals are essential raw materials for tech, and demand is growing – but China’s share of the global share […]
Read more »China-Africa Trade Gets Boost From Critical Minerals Needed for EV Battery Production
April 20th, 2024
Via South China Morning Post, a report on China-Africa trade: The figures from China’s General Administration of Customs showed imports from Africa grew 8 per cent year on year to US$29.42 billion in the first quarter. This was boosted by a rise in imports of critical minerals, in particular metals used for electric vehicle (EV) battery […]
Read more »To Secure Kazakhstan’s Uranium, Chinese Players Were Compelled to Accommodate Local Partners
April 19th, 2024
Via Carnegie Endowment for International Peace, a report on Kazakhstan’s leverage its natural uranium resources to hold the reins in its nuclear fuel–related dealings with China: China has become a global power, but there is too little debate about how this has happened and what it means. Many argue that China exports its developmental model and […]
Read more »China To Push BRI During Visits to Indonesia, Cambodia, and Papua New Guinea
April 16th, 2024
Via South China Morning Post, an article on China’s top diplomat Wang Yi’s plans to push belt and road during visits to Indonesia, Cambodia and Papua New Guinea: Foreign Minister Wang Yi will travel to the three countries this week as Beijing steps up diplomacy with Southeast Asia amid US rivalry China is a top […]
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.