U.S. Gas Producers Are Racing to Sell to Asia. And Mexico Is Key.
February 13th, 2024
Courtesy of the New York Times, a look at how, by next year, American natural gas will start flowing across Mexico to a major export terminal on the Pacific, reflecting a global energy landscape transformed by U.S. dominance in gas: ?As soon as next year, the United States’ fossil fuel industry will gain its first […]
Read more »Mexico Is America’s Answer to China’s Belt and Road
February 11th, 2024
Courtesy of Foreign Policy, a look at how growing economic integration with Latin America could help the United States avoid the fate of an aging China: Every now and then, a narrowly framed news item offers up glimmers of pathways toward the possible resolution of much bigger problems. And so it was this week, with […]
Read more »For First Time in Two Decades, U.S. Buys More From Mexico Than China
February 8th, 2024
Via The New York Times, a report on data showing that the United States bought more goods from Mexico than China in 2023 for the first time in 20 years, evidence of how much global trade patterns have shifted: In the depths of the pandemic, as global supply chains buckled and the cost of shipping […]
Read more »MercadoLibre: The ‘Amazon of Latin America’
February 6th, 2024
Courtesy of Fortune, an article on MercadoLibre, Latin America’s tech titan that was inspired by eBay and later launched a lucrative payments business akin to PayPal. It’s now worth roughly the equivalent of the two U.S. tech giants combined: When Marcos Galperin started online marketplace MercadoLibre in a parking garage, he wasn’t trying to evoke the origin […]
Read more »How Mexico Plans to Reclaim Its Economy
January 29th, 2024
Via Geopolitical Futures, a report on Mexico and plans to reclaim its economy from organized crime: In Mexico, security and economic recovery are intertwined. Politicians and citizens alike understand that the country’s powerful criminal groups threaten both, and though they broadly agree that something should be done, no one agrees on the best path forward. […]
Read more »Hungary and Mexico: Keys To BYD’s Global Dominance
January 19th, 2024
Via CNN, an article on how Hungary and Mexico could help BYD crack the global market: More than 5,000 electric vehicles were loaded onto a giant shipping carrier in China this week and sent to ports in Europe. The cars come from BYD, the Chinese carmaker that is backed by Warren Buffett and has surpassed Tesla as […]
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.