The Economics of China’s “Involuted Kings”
December 4th, 2023
Via Panda Paw Dragon Claw, commentary on the underlying momentum in China’s EV and renewables sectors: Editor’s Note: The strong export performance of the “New Three” (solar PV, EV and battery) in the past few years has generated interest in the manufacturing revolution in China today that is not only re-making the country’s industrial landscape but […]
Read more »ACWA Power, PowerChina Break Ground on Green Hydrogen Plant in Uzbekistan
December 3rd, 2023
Via Ariana News Afghanistan, a report on the first green hydrogen plant in Central Asia: Saudi-listed ACWA Power and Chinese state-owned PowerChina have broken ground on the first green hydrogen plant in Central Asia, the companies said. The plant, in Uzbekistan, will produce 3,000 metric tons per year of green hydrogen and will be powered by […]
Read more »Khorgos Gateway: The Building of a New Dubai in China
December 1st, 2023
Via South China Morning Post, an illustrated look at Khorgos, the biggest dry port in the world: The Khorgos Gateway connects Kazakhstan to China by rail. Khorgos will soon enter the record books as home to the world’s biggest dry port. Perhaps appropriately, Khorgos occupies one of the furthest points on Earth from any ocean. […]
Read more »Central Asian Gas Pipelilne
November 30th, 2023
Via South China Morning Post, an illustrated look at the Central Asian gas pipeline: US$7.3 BILLION PIPELINE Four lines are needed to feed China’s growing appetite The Central Asia–China Gas Pipeline is a natural gas pipeline system developed as an extension of an earlier pipeline begun by the Soviets when a huge natural gas deposit […]
Read more »China, Turkmenistan Strengthen Cooperation
November 30th, 2023
Via South China Morning Post, an article on Chinese and Turkmen vows to strengthen cooperation on energy and security At a meeting in Ashgabat, Chinese vice-premier says relations have taken a ‘significant leap’ It comes as Beijing is trying to step up ties with its neighbours in resource-rich Central Asia China and Turkmenistan have pledged […]
Read more »Thailand Wants to Build a Brand New Shipping Route. Why Isn’t China Buying?
November 28th, 2023
Via the South China Morning Post, commentary on lagging Chinese interest in Thailand’s proposed infrastructure opportunity: The Land Bridge project, a proposed route for shipping that could bypass the Malacca Strait, is being shopped by the Thai government as it seeks financing If built, the bridge could reshape the economy of Southeast Asia – but […]
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.