Has Indonesia Hit The Nickel Jackpot?
June 18th, 2024
Courtesy of Fortune, a report pointing out that Indonesia’s $5 billion deal with Tesla is only part of its all-in strategy on nickel mining: In mid-2020, an exasperated Elon Musk appealed for greater access to a commodity crucial to electric-vehicle battery production. “Any mining companies out there, please mine more nickel, okay?” he said on an earnings call. “Tesla […]
Read more »China-Australia Rare Earth Intrigue
June 17th, 2024
Via a/symmetric, commentary on a Chinese rare earth investor with state ties: The Australian government this week ordered China-linked funds to slash their stakes in a rare earths miner, citing national interest grounds. The Western Australia miner, Northern Minerals, boasts the “most advanced heavy rare earths project globally.” It aims to be the first significant ex-China supplier of heavy […]
Read more »China, Taiwan, and the Future of Guatemala
June 17th, 2024
Via The Diplomat, an article on the rapid expansion of Beijing’s political and economic influence in countries switching relations from Taiwan to China and how it suggests that a “flip” by Guatemala could be particularly impactful: Over the past year, China has made significant advances in Central America in multiple sectors, in strategic geography ever closer to […]
Read more »Philippine Hotel Chain Goes Global with Japan Ski Resort Development
June 17th, 2024
Via Nikkei Asia, an article on a Philippine hotel chain going global with a Japanese ski resort development: Singapore-based Philippine chain Hotel101 is planning to launch one of its first overseas facilities at the northern Japanese ski resort of Niseko based on a model of fast-food-style standardization, its global CEO told Nikkei Asia. Hotel101, aiming […]
Read more »Peru Follows the Money to China
June 17th, 2024
Via Geopolitical Futures, a look at Peru’s pursuit of Chinese investment: Peruvian President Dina Boluarte will pay a weeklong visit to China at the end of June – the first head of state to do so in nearly a decade. While there, she will meet with the CEOs of Huawei and BYD and with principals […]
Read more »China’s Demand for Durian Is Creating Fortunes in Southeast Asia
June 17th, 2024
Courtesy of the New York Times, a report on how demand for durian – known for its rich taste and intense smell – has reshaped parts of Southeast Asia, where it has long been a staple: Before he started a company 15 years ago selling the world’s smelliest fruit, Eric Chan had a well-paying job […]
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.