Japan’s Strategic Investment Offensive
December 13th, 2023
Via Geopolitical Futures, a look at how – unlike Beijing – Tokyo is targeting specific regions in Central Asia and Latin America, as well as, sectors to enhance its influence: As Japan grows more ambitious as a regional leader, it has enhanced its diplomatic outreach accordingly. In late November, for example, reports emerged that Tokyo […]
Read more »Full Metal Jackpot: Demand for “Green” Metals will Redraw the Global Mining Map
November 28th, 2023
Courtesy of The Economist, a look at how he energy transition will mint new fortunes in surprising places: A net-zero global economy, if it materialises, will not just be carbon-neutral. It will also consume far fewer raw materials. Going from here to there, however, will require a heap of them. In the next few decades, […]
Read more »US Raises Concern With Peru Over Chinese Control of Infrastructure
October 9th, 2023
Courtesy of The Financial Times, an article on U.S. concern with Chinese control over Peruvian infrastructure such as the power supply to Lima and a megaport serving Pacific Cosco at Chancay, 70km north of Lima, that will be capable of berthing some of the world’s largest cargo ships: The US has expressed concern to Peru […]
Read more »Latin America: This Century’s Commodity Superpower?
August 9th, 2023
Via The Economist, a look at how a growing, greening world will be ravenous for Latin America’s commodities: The ground approaching the salt flats in Chile’s Atacama desert is pockmarked with white crystals. Underneath sit vast deposits of lithium salts, the ore for the soft, light metal used to make high-capacity batteries. Pumps run by sqm, […]
Read more »The DRC: World’s New No. 2 Copper Supplier
June 2nd, 2023
Via Bloomberg, a report on the DRC’s continued growth in copper production: The Democratic Republic of Congo displaced Peru as the second-biggest copper exporter last year, official data from the two countries show, in a changing of the guard for the mining industry. While the numbers used in the chart below refer to shipments rather […]
Read more »As Oil Giants Retreat Globally, Smaller Players Rush In
May 23rd, 2023
Courtesy of The Wall Street Journal, a look at how as Big Oil retreats globally, smaller players are filling the gap: Under pressure from shareholders and activists, major energy companies are retreating from higher-polluting and riskier projects around the world. A bunch of smaller companies are rushing in to fill the void. In Nigeria, smaller […]
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.