The Economics of China’s “Involuted Kings”
December 4th, 2023
Via Panda Paw Dragon Claw, commentary on the underlying momentum in China’s EV and renewables sectors: Editor’s Note: The strong export performance of the “New Three” (solar PV, EV and battery) in the past few years has generated interest in the manufacturing revolution in China today that is not only re-making the country’s industrial landscape but […]
Read more »ACWA Power, PowerChina Break Ground on Green Hydrogen Plant in Uzbekistan
December 3rd, 2023
Via Ariana News Afghanistan, a report on the first green hydrogen plant in Central Asia: Saudi-listed ACWA Power and Chinese state-owned PowerChina have broken ground on the first green hydrogen plant in Central Asia, the companies said. The plant, in Uzbekistan, will produce 3,000 metric tons per year of green hydrogen and will be powered by […]
Read more »Pondering The BRI’s Alleged New Roads
November 27th, 2023
Via the East Asia Forum, commentary on China’s BRI future: Not so long ago, countries were ecstatic about the potential of China’s Belt and Road Initiative (BRI), a mega-infrastructure scheme launched in 2013 that would connect the world through ports, power grids, railways, roads and telecommunications networks. Western pundits worried that BRI projects were pulling […]
Read more »Unrest in the Middle East Is Bad for Both CPEC and IMEC
November 24th, 2023
Courtesy of The Diplomat, a look at what – as regional unrest deepen – lies ahead for these dueling connectivity projects? The flare-up of the Israel-Palestine conflict following the attacks on October 7 has triggered geopolitical tremors in the Middle East. While Israel and Hamas have agreed to a four-day “pause” in fighting and the […]
Read more »China’s Belt and Road Initiative in Southeast Asia: The Next Decade
November 16th, 2023
Courtesy of The Diplomat, commentary on what China’s BRI could look like in the next decade in southeast Asia: When China convened the Third Belt and Road Forum (BRF) in Beijing last month, Southeast Asia featured prominently in the list of outcomes that Beijing announced on its trillion-dollar Belt and Road Initiative (BRI) as it […]
Read more »China Sets Sights on Morocco As North African Nation Becomes Centre of EV Revolution
November 15th, 2023
Via the South China Morning Post, a report on China’s investment interest in Morocco around EVs” Morocco’s proximity to Europe, abundance of critical minerals and tax incentives have put it at the heart of the electric vehicle sector As part of the global trend of nearshoring, Chinese companies are now lining up to shorten supply […]
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.