Big Tech Will Scour the Globe in Its Search for Cheap Energy
December 16th, 2024
Via Wired, a report on the global search for inexpensive energy to power our AI-enabled future: On the southern tip of Malaysia lies the state of Johor, renowned for its beaches and mountainous jungle. But Johor has a new boom industry: data centers to power generative AI, with Microsoft committing more than $2 billion on just such a […]
Read more »Myanmar Civil War Casts Shadow over China’s CMEC Corridor
December 16th, 2024
Via Geopolitical Monitor, a look at the shadow that Myanmar’s civil war is casting over China’s CMEC Corridor: Over the past decade, China’s Belt and Road Initiative (BRI) investments in Myanmar have focused on the development of the China-Myanmar Economic Corridor (CMEC), a major infrastructure project designed to connect China’s Yunnan Province to the Indian Ocean via […]
Read more »Afghanistan’s Horse Power: What History Can Teach Today’s Petrostates
December 16th, 2024
Via Fortune, an article on how the fall of Afghanistan’s horse power is a lesson to today’s petrostates: power based on a strategic commodity is fleeting. Afghanistan’s Taliban government accepted a $10 billion investment in the country’s mines last year. The funds came from a Chinese company, part of a years-long effort by the world’s second-largest economy […]
Read more »Will Turkiye Brokered Deal Between Ethiopia and Somalia Lower Tensions in the Horn?
December 13th, 2024
Via The Africa Report, an article on the Turkiye brokered deal between Ethiopia and Somalia: Turkish leader Recep Tayyip Erdogan says a joint declaration between Ethiopia and Somalia ‘focuses on the future, not the past’, describing it as the first step towards a new beginning based on peace and cooperation between the neighbours. In a […]
Read more »Will Trump White House Recognize Somaliland?
December 10th, 2024
Via Semafor, an article on the possibility that a Trump White House looks will recognize the world’s newest country: Somaliland, a self-governing region within Somalia, will be much closer to being recognized by the United States as the world’s newest country when Donald Trump returns to the White House in January. Support for the region […]
Read more »China’s Huaxin Cement to challenge Dangote, BUA after Lafarge Africa purchase
December 10th, 2024
Via The Africa Report, commentary on how a new Chinese entrant in Nigerian cement is likely to ramp up competition: Dangote Cement and BUA face a new challenger in Nigeria from Chinese newcomer Huaxin Cement, which is buying an 83.8% stake in Lafarge Africa from Holcim. Holcim said in a statement on 1 December that the sale […]
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.