The Winners From U.S.-China Decoupling
July 15th, 2024
Via Foreign Policy, a report on how – from Malaysia to Mexico – some countries are gearing up to benefit from economic fragmentation: A full decoupling of the Chinese and Western economies could be a costly proposition. The International Monetary Fund estimates that it could shave around 7 percent off global GDP in the longer term, […]
Read more »Litio 2040: Sustainably Developing Mexico’s Lithium from Ground to Grid
June 11th, 2024
Via the Council on Strategic Risks, a new report on Mexico’s lithium sector: Executive Summary In recent years, Mexico’s outgoing President, Andres Manuel Lopez Obrador (AMLO), has sought to develop lithium resources in the state of Sonora. AMLO and many Mexican policymakers hope to leverage lithium to profit from the rapidly growing value chain of […]
Read more »The Forbidden Fruit: Mexico’s Anti-Avocado Militias
June 11th, 2024
Via Harper’s, a report on how the spread of the avocado production in Mexico is a story of greed, ambition, corruption, water shortages, cartel battles and, in a number of towns and villages, a fierce fightback: Phone service was down—a fuse had blown in the cell tower during a recent storm—and even though my arrival […]
Read more »Chinese Businesses Target Vietnam and Mexico as Trade Tensions with US Rise
June 3rd, 2024
Courtesy of The Financial Times, a look at how Chinese investment is increasing in countries that offer alternative supply chain route to US: Chinese businesses are increasingly favouring investment in countries including Vietnam and Mexico as trade tensions rise between western governments and Beijing. During the year to March, at least 41 Chinese manufacturing and […]
Read more »Buying Baja
June 2nd, 2024
Via Hakai Magazine, a look at how – on a storied stretch of Mexico’s Baja peninsula – locals fight rich outsiders and rampant development that threaten to transform the coast and dry up aquifers: The fish are so thick we can see them from the boat, a writhing mass darkening the ocean’s surface, their oily […]
Read more »How Mexico’s Cartels Infiltrated the Tortilla Business
May 26th, 2024
Courtesy of The Washington Post, an article on how Mexico’s cartels are expanding beyond drugs, creating vast extortion networks. They’re shaking down a host of businesses, including producers of the tortilla: The shots rang out just before 10 a.m. A motorcyclist roared past a modest building behind the old railway station here, firing three times. […]
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.