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 »Can Niger, Mali and Burkina Faso Maintain Growth Outside ECOWAS?
February 13th, 2024
Courtesy of The Africa Report, a look at whether Niger, Mali and Burkina Faso can maintain growth outside ECOWAS: The three countries shaken by coups have economies with growth prospects above the regional average as they close the door on the regional bloc. On 28 January, Burkina Faso, Mali and Niger jointly announced their withdrawal […]
Read more »Vietnam’s Chip Shot: Dangling Incentives To Bolster Semiconductor Industry
February 13th, 2024
Via Nikkei Asia, an article on Vietnam’s efforts to attract foreign semiconductor investment: Vietnam has pledged tax breaks and other perks to semiconductor companies that help to develop the sector in a Southeast Asian country that is taking on an increasingly crucial role amid the China-U.S. chip war. Hanoi’s national plan for chips will include […]
Read more »Africa’s Biggest Gas Finds Hit by Political Turmoil and Debt Spirals
February 13th, 2024
Via Bloomberg, a look at how Senegal has joined the group of African nations that have had energy hopes dashed, with oil finds weighing on their financial situations: The last thing Senegal needed in its long-drawn-out effort to capitalize on large oil and gas finds off its coast was political turmoil. Africa’s newest natural gas […]
Read more »Pacific Nations Caught in China-U.S. Rivalry
February 12th, 2024
Via Nikkei Asia, an article on Pacific nations caught in China-U.S. rivalry, with PNG aiming for stable relations with both, while Palau awaits Washington funding: Pacific island nations are seeking to balance emerging economic opportunities against the risks of being caught in the crossfire of U.S.-China rivalry, as geopolitical competition intensifies in the region. Ministers […]
Read more »The New Great Game
February 12th, 2024
Courtesy of The Wire China, a thoughtful commentary the ‘New Great Game’ with a particular look at the economic prowess of China: The world has changed. Over the past decade, we have witnessed a distinct shift toward a renewed competition between the great powers. The bipolar struggle between the U.S. and China is the new […]
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.