The Mongolia-China-Russia Trilateral After the Belt and Road Forum
November 9th, 2023
Via The Diplomat, a look at Mongolia’s, China’s, and Russia’s different, if convergent, goals for their trilateral cooperation, headlined by the Power of Siberia 2 mega-project: Beijing’s Belt and Road Forum (BRF) means business for neighbors Russia and Mongolia, both of which are always looking to boost economic activities with China. This year, the meeting […]
Read more »How Green Hydrogen Put Namibia On The Map
November 8th, 2023
Via fdiIntelligence, a look at how the world’s second most sparsely populated country is on track to become a green exporter: When the Namibian government sounded out market responses to the possibility of a green hydrogen project in mid-2021, it put a considered bet on its country’s future. Later that year, Namibia-based Hyphen Hydrogen Energy, […]
Read more »US Lends $553M To Majority Adani-Owned Port in Sri Lanka
November 8th, 2023
Courtesy of The Financial Times, a report on US plans to lend $553mn for the development of a container terminal in Sri Lanka operated by Indian tycoon Gautam Adani as Washington works to counter China’s influence in the country: The US will lend $553mn for the development of a container terminal in Sri Lanka operated […]
Read more »Geely Eyes EV Foothold in Southeast Asia with $10B Malaysia Hub
November 8th, 2023
Via Nikkei Asia, an article on a Chinese automaker doubling down on its Proton partnership: Chinese automaker Geely has teamed up with Malaysian partner Proton Holdings to stage a comeback in Southeast Asia’s electric vehicle market, fueled by a $10 billion investment in Malaysia. One of the biggest attractions at last month’s Malaysia International Motor […]
Read more »Namibia: Set To Become First African Country To Run A Decarbonized Iron Plant
November 8th, 2023
Via Business Insider, a report on Namibia moves to become the first African country to run a decarbonized iron plant: Namibia initiates Africa’s inaugural decarbonized iron plant using only green hydrogen. The Oshivela project in western Namibia is set to produce 15,000 tonnes of carbon-free iron yearly. Namibia’s strategic green hydrogen initiative targets cost-effective green iron […]
Read more »Where China’s Lithium Monopoly Comes From
November 8th, 2023
Via The Diplomat, a report on the real issue with lithium, specifically that there is no shortage of raw lithium, but rather China’s dominance of lithium processing is where the potential problem lies: 2,850,000 billion and 20 million: two numbers that can enlighten us all about the looming lithium shortage. That first is mine and […]
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.