China’s Remote Deserts Are Hiding an Energy Revolution
November 27th, 2023
Courtesy of Bloomberg, a look at China’s strategy to use remote regions to host vast green projects; Out of the rolling yellow dunes of the Kubuqi desert arises what appears to be an oasis, shimmering blue beneath the northern China sky. Row after row of hundreds of solar panels cover this otherwise barren stretch of […]
Read more »Pondering The BRI’s Alleged New Roads
November 27th, 2023
Via the East Asia Forum, commentary on China’s BRI future: Not so long ago, countries were ecstatic about the potential of China’s Belt and Road Initiative (BRI), a mega-infrastructure scheme launched in 2013 that would connect the world through ports, power grids, railways, roads and telecommunications networks. Western pundits worried that BRI projects were pulling […]
Read more »A Chinese Map App Wants To Be a Super App for Everything Outdoors
November 24th, 2023
Via MIT Technology Review, a look at how China’s Amap is not satisfied with just giving you directions, but rather wants to offer you everything from real estate listings to car rentals: Thanksgiving is almost here. This year, when you get together with your family, may I suggest a fun little game that reinvents hide-and-seek for […]
Read more »Unrest in the Middle East Is Bad for Both CPEC and IMEC
November 24th, 2023
Courtesy of The Diplomat, a look at what – as regional unrest deepen – lies ahead for these dueling connectivity projects? The flare-up of the Israel-Palestine conflict following the attacks on October 7 has triggered geopolitical tremors in the Middle East. While Israel and Hamas have agreed to a four-day “pause” in fighting and the […]
Read more »China’s Belt and Road Initiative in Southeast Asia: The Next Decade
November 16th, 2023
Courtesy of The Diplomat, commentary on what China’s BRI could look like in the next decade in southeast Asia: When China convened the Third Belt and Road Forum (BRF) in Beijing last month, Southeast Asia featured prominently in the list of outcomes that Beijing announced on its trillion-dollar Belt and Road Initiative (BRI) as it […]
Read more »China Sets Sights on Morocco As North African Nation Becomes Centre of EV Revolution
November 15th, 2023
Via the South China Morning Post, a report on China’s investment interest in Morocco around EVs” Morocco’s proximity to Europe, abundance of critical minerals and tax incentives have put it at the heart of the electric vehicle sector As part of the global trend of nearshoring, Chinese companies are now lining up to shorten supply […]
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.