China’s Pipeline Diplomacy Is a Nightmare for U.S. Gas
September 9th, 2025
Via Bloomberg, a look at how the revival of a project that would transport Russian gas to China has the potential to upend Trump’s plans for energy dominance: It’s a potential prize fight for the ages: US “energy dominance” versus the Power of Siberia. A proposed pipeline to bring natural gas from Russia, across Mongolia and […]
Read more »The Quad can Break China’s Mineral Stranglehold
September 6th, 2025
Via Nikkei Asia, commentary on how – the Quad can break China’s mineral stranglehold: Critical minerals are the building blocks of modern civilization. They underpin every sector of the global economy: semiconductors, electronics, automobiles and defense equipment, and have given rise to what Gregory Wischer, an official at the U.S. Department of the Interior, calls […]
Read more »Iran’s SCO Entry Turning Into a Road to Nowhere
September 4th, 2025
Via Asia Times, a report on how Iran’s SCO inclusion has brought Tehran little relief from Western sanctions and even less from promised but stalled economic projects: For a nation under the crush of international sanctions, membership in the Shanghai Cooperation Organization (SCO) was never just about diplomatic photo-ops. For Iran, it was pitched as […]
Read more »North Korea’s Processed Goods Push Meets China’s Cold Market Reality
August 31st, 2025
Via The Diplomat, a report on how Chinese traders want North Korean companies to continue to export raw materials, which conflicts with the North Korean regime’s policy of exporting processed goods: As North Korea seeks to develop its economy by exporting more processed goods, Chinese buyers still prefer raw materials, putting North Korean traders in a pickle. “Trading companies that work with China in […]
Read more »How Africa’s e-Commerce Giant is Fighting off Shein and Temu
August 25th, 2025
Via Rest of World, a report on how Jumia is capitalizing on the U.S.-China trade war as Chinese vendors are exploring new avenues to route their products into markets such as Nigeria and Côte d’Ivoire: Competition has been steep for Jumiai, Africa’s largest e-commerce platform, especially from major Chinese companies like Temu and Sheini. Jumia is […]
Read more »Africa Is Buying a Record Number of Chinese Solar Panels
August 22nd, 2025
Via Wired, a look at how Africa’s energy-starved countries on the continent have reluctantly turned to coal and gas for decades. Cheap Chinese solar panels are now finally changing the calculus. From Algeria on the Mediterranean coast to landlocked Zambia in the south, countries across Africa have been importing significantly more solar panels from China this year than […]
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.