Chip Giants TSMC and Samsung Discuss Building Middle Eastern Megafactories
September 23rd, 2024
Via the Wall Street Journal, a look at potential chip projects in the United Arab Emirates which could be worth more than $100 billion, though major hurdles remain: Two chip-making giants have discussed building huge factory complexes in the United Arab Emirates that could transform the industry in the coming years and become a cornerstone […]
Read more »Partnering with Middle Eastern Countries to Boost U.S. Minerals Security
September 6th, 2024
Via the Center for Strategic & International Studies, commentary on the need for the U.S. to partner with GCC companies to boost mineral security: Over the last four years, the Biden administration has rolled out a series of legislation to reduce its reliance on China for various supply chains. This includes the Inflation Reduction Act […]
Read more »New Silk Roads: Growing Commercial Times Between the Gulf and Asia
September 6th, 2024
Courtesy of The Economist, a report on deepening commercial times between the Gulf and Asia, well beyond oil: Oil has long lubricated the Gulf’s relationships abroad. That is especially so in Asia, which takes in almost three-quarters of its exports of oil and gas. Cheap energy from the Gulf has helped fuel Asia’s rise as the […]
Read more »Where Young People Should Go To Understand Their Century: No Longer, ‘Go West, Young Man’
August 31st, 2024
Courtesy of The Financial Times, interesting commentary on where a young person should go to understand the forces that will influence their lives, noting that places such as Accra, Dubai, Saudi Arabia, Vietnam, and the Philippines should now comprise a list that used to include Paris, New York, and Tokyo: Friends in Los Angeles, California […]
Read more »The New Influencers: The Expanding Role of Middle Powers in Africa
August 28th, 2024
Courtesy of Harvard’s Belfer Center, a new report on the expanding role of Middle Powers such as Brazil, India, Japan, North Korea, Saudi Arabia, Turkey, UAE, and Qatar in Africa: This original primer, conducted as research for The Africa Futures Project, is an initial exploration into the evolving roles and increasing influence of “middle powers” in […]
Read more »Economic Bridges: The Gulf States’ Strategic Expansion Across Africa’s Key Sectors
August 17th, 2024
Via Modern Diplomacy, a look at how – historically – the Arabian Peninsula played a key role as a maritime hub connecting East African trade routes to the Middle East: Historically, the Arabian Peninsula played a key role as a maritime hub connecting East African trade routes to the Middle East. Today, three Gulf Cooperation […]
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.