Archive for the ‘China’ Category

China’s Tianqi Lithium’s $4bn bet on Chile at risk of backfiring

Courtesy of The Financial Times, an article on China’s Tianqi’s $4bn bet on Chile’s lithium which is at risk of backfiring: When China’s Tianqi Lithium paid $4bn in 2018 to become the second-largest shareholder in Chile’s SQM, it was making a gamble to gain a strategic foothold in one of the world’s top lithium reserves […]

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Robert Friedland: Africa’s King of Copper

Courtesy of The Africa Report, an in-depth article on Robert Friedland, whom many consider to be Africa’s king of copper: At the head of Ivanhoe Mines, the American-Canadian tycoon has established himself as one of the key figures in the world of copper mining. He entered the continent via the DRC in the early 2000s, […]

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How the US Could Compete with China in Latin America

Courtesy of The Financial Times, commentary on how the US could compete with China in Latin America: As China became an economic superpower, its banks and companies planted five-star red flags all over the world. But nowhere has booming Chinese business caused Washington as much concern as in Latin America. “They are on the 20-yard […]

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Belt & Road: Chinese Techno-Nationalism in Maldives

Via Asia Times, a look at how the ‘Digital Silk Road’ has the potential of allowing China to play king of the castle in the Indian Ocean region: The Maldives’ recent turn toward China and away from India has boosted Beijing’s long-term push for regional control and disrupted New Delhi’s ambition to match Chinese strategic competitiveness in […]

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The Dark Side of Clean Energy: China’s Copper Mine in Serbia

Via UnHerd, commentary on a Chinese-owned copper mine in Serbia: A tiny hay-cart blocks the path to a vast Chinese-owned copper mine. From it hangs a hand-painted sign that reads “life before profits”, a message for Serbia Zijin Mining, the subsidiary of a Chinese conglomerate, which is seeking to build a road through a pretty […]

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Is China Gaslighting the Developing World?

Courtesy of Foreign Policy, commentary on how Beijing’s promises of equality are actually a guise for hegemony: When Hanoi declared its support for China’s proposed “community of shared destiny” during Chinese President Xi Jinping’s visit to Vietnam last December, it was hailed by Beijing. China wants a post-American world order of its own design, and […]

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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.