Archive for the ‘China’ Category

King Toppled? China’s Seat Atop the Rare Earth Mountain May Be Threatened By Offshore Mines

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 […]

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China-Africa Trade Gets Boost From Critical Minerals Needed for EV Battery Production

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 […]

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To Secure Kazakhstan’s Uranium, Chinese Players Were Compelled to Accommodate Local Partners

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 […]

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China To Push BRI During Visits to Indonesia, Cambodia, and Papua New Guinea

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 […]

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Uzbekistan Chases Chemical Hub Dream with Chinese Polymer Tech

Via Nikkei Asia, an article on Uzbekistan’s aims to export value-added products made from its natural gas: An ambitious economic transformation effort gaining steam in Uzbekistan hinges on Chinese technology. At the heart of the plan is a project that would make value-added products from natural gas instead of simply burning it for energy. The […]

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Chinese Exodus Leaves Cambodia Boomtown with 500 ‘Ghost Buildings’

Via Nikkei Asia, a look at how Sihanoukville has been saddled with unfinished projects due to casino clampdown and COVID: An exodus of Chinese real estate companies has left this Cambodian seaside resort littered with hundreds of half-finished projects. The concrete skeleton of one of these buildings stands on a piece of land owned by […]

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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.