Where China’s Lithium Monopoly Comes From
November 8th, 2023
Via The Diplomat, a report on the real issue with lithium, specifically that there is no shortage of raw lithium, but rather China’s dominance of lithium processing is where the potential problem lies: 2,850,000 billion and 20 million: two numbers that can enlighten us all about the looming lithium shortage. That first is mine and […]
Read more »China’s Global Network of Strategically Vital Ports
November 7th, 2023
Via The Washington Post, a look at how China has acquired a global network of strategically vital ports: A decade ago, Chinese President Xi Jinping launched the Maritime Silk Road, the oceanic component of his flagship Belt and Road Initiative aimed at improving China’s access to world markets by investing in transportation infrastructure. The initiative’s […]
Read more »China Is Lending Billions to Countries in Financial Trouble
November 7th, 2023
Courtesy of The New York Times, a look at how China is shifting its focus from lending money for highways and bridges to providing emergency rescues for previous borrowers: After lending $1.3 trillion to developing countries, mainly for big-ticket infrastructure projects, China has shifted its focus to bailing out many of those same countries from […]
Read more »Europe, US Racing to Challenge China’s Dominance over Vital African Minerals, but will They Succeed?
November 6th, 2023
Via The South China Morning Post, an article on European and U.S. efforts to challenge China’s dominance over vital African minerals market, but will they succeed? Countries in the West are attempting to challenge China’s lead in the mining and refining of vital minerals including cobalt and copper The EU and the US have agreed […]
Read more »A Tale of 3 Nations: Debt Restructuring in Ghana, Zambia, and Sri Lanka
November 6th, 2023
Via The Diplomat, a look at what Ghana, Zambia, and Sri Lanka can tell us about the global debt problem – and China’s role in both debt distress and debt relief: The issue of global debt distress is a matter of great concern, not just for the affected developing nations but also for developed countries […]
Read more »Saudi Arabia Looks to China to Help Build Up Its Renewables Industry
November 6th, 2023
Via Caixin Global, an article on growing partnership between Saudi Arabia and China around renewables: Saudi Arabia will be counting on partnerships with Chinese companies to help the Gulf country build up a renewable energy industry of its own, according to an executive at its sovereign wealth fund. “We have huge demands for renewables and […]
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.