The Ukrainian Minerals In Donald Trump’s Sights
Courtesy of The Financial Times, a report on the the estimated deposits of lithium, titanium and rare earths such as scandium in the Ukraine that have caught the eye of President Trump: Donald [...]
Trump Aid Freeze Risks $1 Billion African Minerals Project
Via Bloomberg, an article on how an expansion of the US’s biggest strategic critical-minerals project in Africa is at risk: A billion-dollar expansion of the biggest US strategic [...]
China Digs Deep On Mineral Security As Battle For Resources With U.S. Intensifies
Via South China Morning Post, a report on how rare earths and critical minerals with economic and tech value are prioritised in Beijing’s plans to maintain dominance over global supplies: Having [...]
The Nickel-based Industrial Paradox: Indonesian Resources, Chinese Profits
Via The Diplomat, commentary on whether Jakarta’s industrial incentives reflect misaligned priorities? Indonesia’s nickel downstreaming is one of the most debated industrial policies in the world [...]
Pakistan Rides China’s Donkey Demand To Rev Up Economy
Via Nikkei Asia, a report on Pakistan’s growing donkey export economy with China: Pakistan’s Gwadar port was heralded as the next Singapore when it opened for business more than a decade [...]
Javier Milei is Betting Big on an Argentine Oil Gusher
Via The Economist, a report on Argentina’s shale oil ambitions: IN A DUSTY desert in north-west Patagonia, a hulking rig is busy drilling. After plunging 3km underground, its drill turns and [...]

ABOUT
WILDCATS AND BLACK SHEEP
Wildcats & Black Sheep is a personal interest blog dedicated to the identification and evaluation of maverick investment opportunities arising in frontier - and, what some may consider to be, “rogue” or “black sheep” - markets around the world.

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.