Putting Renewable Energy Within Reach: Vietnam’s High-Stakes Pivot
October 5th, 2023
Courtesy of McKinsey, a report on how – with conducive conditions – Vietnam’s renewable-energy development could increase exponentially to attract manufacturers and ensure its energy security: Vietnam’s long-awaited Power Development Plan VIII (PDP8) has recently been approved, setting ambitious renewable-energy goals for 2030—similar to the recommendations for Vietnam to embrace renewables set out in our 2019 […]
Read more »Vietnam’s Plans to Dent China’s Rare Earths Dominance
September 25th, 2023
Courtesy of Reuters, a report on Vietnam’s plans to dent China’s rare earths dominance: Vietnam plans to restart its largest rare earths mine next year Dong Pao is among world’s biggest mines, draws foreign interest Australia’s Blackstone eyes $100mln Dong Pao investment Blackstone’s partner VTRE plans factory with S. Korea’s Setopia Concerns mount over China’s dominance […]
Read more »Vietnam: The Epitome of a Belt and Road Hedge
September 13th, 2023
Via Asia Times, commentary on how – unlike welcoming neighbors – Hanoi has staked out a mostly non-committal position on Beijing’s infrastructure-building policy: The Belt and Road Initiative (BRI), launched in 2013 by Chinese President Xi Jinping, is considered an ambitious long-term strategy to promote the expansion of Chinese influence by providing countries in the region with […]
Read more »Indonesia Climate Deal In $20B Gridlock As Vietnam, India On Hold
September 5th, 2023
Via Nikkei Asia, a look at how the climate ‘breakthrough’ funded by G7+ investors misses its deadline in Indonesia, while Hanoi’s $15.5bn plan is delayed: Last November, G20 leaders in Bali hailed what they said was a transformational climate change finance deal to help wean Indonesia off coal. Nine months on, not a single dollar of […]
Read more »How Vietnam’s Infrastructure Incapacity Undermines Its Geoeconomic Ambitions
August 4th, 2023
Courtesy of The Diplomat, a report on how the lack of progress on the 555-kilometer railway linking Vung Ang to the Lao capital Vientiane contrasts starkly with the recently completed Kunming-Vientiane line: For a number of years, Vietnam and Laos have attempted to get a railway project rolling to little fanfare and less success. The […]
Read more »Why VinFast is Struggling In the US Electric Vehicle Market
July 28th, 2023
Courtesy of The Diplomat, a look at how the Vietnamese automotive firm’s planned conquest of the American EV market has hit a number of hurdles: Vietnamese electric vehicle maker VinFast made waves when it announced it would be jumping directly into the U.S. auto market and constructing a $4 billion manufacturing facility in North Carolina. […]
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.