Gaming Out China’s Next Export Controls on Critical Minerals
March 1st, 2024
Courtesy of Trivium China, analysis of China’s export controls on critical minerals: China and the West could be on the precipice of a critical minerals trade war. The risk of losing access to key Chinese mineral exports has weighed on companies and governments worldwide since July 2023, when China launched its first tit-for-tat mineral export restrictions on gallium and germanium in response to […]
Read more »The African Resurgence: From Conflict to Stability
March 1st, 2024
Via The Geopolitics, an article on the growing economic resurgence of Africa: Clearly, the horses have changed. There is a whole new breed of countries surging forward with stellar economic growth patterns; geographically, while there are some countries that have more or less retained their positions through the years, the spotlight has shifted from the […]
Read more »America’s Small Pacific Allies Vulnerable To China’s Pull
March 1st, 2024
Via The Washington Post, commentary on the risk that US politics has upon small Pacific allies vulnerable to China’s pull: As Congress continues to struggle to pass national security funding, there’s plenty of concern about the impact for Ukraine and Israel. But Asian and Pacific allies are also watching anxiously as Washington dithers. For three small but important island […]
Read more »Putin’s Silk Road Around Sanctions
March 1st, 2024
Via Project Syndicate, commentary on Russia’s growing transshipment of Western goods viacountries like Armenia, Georgia, and Kyrgyzstan? For about 1,500 years, high-value goods were moved from China (and perhaps other parts of Asia) to Europe and the Middle East via the Silk Road. The precise route varied over time, but it always ran through and involved […]
Read more »China’s Polar Silk Road: Long Game or Failed Strategy?
February 28th, 2024
Via the Arctic Institute, commentary on China’s Polar Silk Road: The events of 2022 proved to be a year of great geopolitical changes. In February 2022, just days before Vladimir Putin launched his full-scale invasion of Ukraine, Xi Jinping and Putin met in Beijing, where they discussed among other things the development of the Polar […]
Read more »Africa’s Energy Frontiers Draw Chinese Investors
February 28th, 2024
Via Energy, Capital, and Power, a look at Chinese investment interest in Africa’s energy potential: As the continent’s largest trading partner, China has played an active role in harnessing Africa’s energy resources and developing critical infrastructure to date. As the country seeks to secure future energy supplies – as well as foster regional diplomacy in […]
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.