Critical Minerals and the New Cold War
October 1st, 2023
Courtesy of The Diplomat, an article on how access to critical materials has become a paramount national security concern and the object of increasing competition between China and the United States: The ongoing energy transition is transforming the global economy from a hydrocarbon-dependent system to a mineral-intensive one. The global decarbonization shift has supercharged the […]
Read more »China’s Largest Green Hydrogen Mega Project Hints at Vast Potential
September 30th, 2023
Courtesy of Caixing Global, a report on a mega solar-to-hydrogen factory has been commissioned in China: A mega solar-to-hydrogen factory has been commissioned in China, marking a milestone for the country’s — and potentially the world’s — effort to produce more green hydrogen, a fuel seen as key for slashing global greenhouse gas emissions. The […]
Read more »India May Not Be The China Alternative Wall Street Thinks
September 30th, 2023
Courtesy of The Asia Times, commentary that – despite the fact that India’s economy is growing faster than China’s – investors may be wise to take a second look before reallocating funds and factories to Delhi: Financial bookmarks can be very illuminating in assessing a market’s readiness for global primetime. Such is the case with […]
Read more »China Pushes ‘Pivot to South and Southeast Asia’ with Yunnan Province As Gateway to Vast Market
September 29th, 2023
Via South China Morning Post, an article on China’s efforts have Yunnan Province pivot to South and Southeast Asia: National Development and Reform Commission pledges to support Yunnan with transport, logistics, energy and digital connection with southern neighbours China urged to seek ‘cooperation opportunities with emerging markets, including Southeast Asia, to offset its falling trade […]
Read more »Uganda Seeks Chinese Funding For Oil Pipeline
September 28th, 2023
Via Energy Daily, an article on Uganda’s efforts to secure funding for a controversial oil pipeline: Uganda is in the final stages of negotiations with Chinese financiers to help fund a controversial pipeline project after some Western partners pulled out, a senior official said Wednesday.“We are having final discussions with our Chinese partners to provide […]
Read more »Will the U.S. Plan to Counter China’s Belt and Road Initiative Work?
September 28th, 2023
Via The Council on Foreign Relations, commentary on IMEC: At last week’s G20 summit, President Joe Biden announced an India-Middle East-Europe Economic Corridor (IMEC), which seeks to counter the inroads China has made through its Belt and Road Initiative (BRI) by linking India, the Arabian Gulf, and Europe. This reflects a recognition in Washington that […]
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.