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 »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 »The Super Peso
May 17th, 2024
Courtesy of Latinometrics, a look at how the Mexican peso is outshining the rest of the world: First, there’s the good: Mexican businesses and consumers can buy foreign goods, invest, and travel more inexpensively, leading to stronger commercial relationships and quality of life. Also, as foreign investors expect the peso to continue rising (thanks largely […]
Read more »Mexico Weighs Options to Absorb $40 Billion of Pemex Debt
May 13th, 2024
Via Bloomberg, a report on the Mexican government’s plans for Pemex: Mexico is studying options to absorb as much as $40 billion in Pemex debt, the equivalent of what will come due in the next presidential term, one of its top finance officials told investors in New York. The government is considering options that could […]
Read more »Visualizing Global Gold Production in 2023
May 1st, 2024
Via Visual Capitalist, an interesting graphic of global production and the large number of frontier markets on the list: Over 3,000 tonnes of gold were produced globally in 2023. In this graphic, we list the world’s leading countries in terms of gold production. These figures come from the latest USGS publication on gold statistics (published January 2024). […]
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.