Archive for October, 2019

Massive Congolese Copper Play

Via Ozy, a look at Kamoa-Kakula, a huge untapped copper deposit worth at least $10 billion: When Felix Tshisekedi, the new president of the Democratic Republic of Congo visited Washington, D.C., in April, the mining billionaire Robert Friedland was waiting in a room at the Willard Intercontinental Hotel to greet him. Also waiting were the U.S. ambassador to Congo and Sun Yufeng, […]

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Somaliland: How Climate Change Is Pushing This Desert State To Fish

Courtesy of Ozy, an interesting look at how climate change is creating new industrial opportunities in Somaliland: Danish shipowner Per Gullestrup had been through the trauma of negotiating the release of his vessel and crew — hijacked by Somali pirates — when he decided to tackle the problem at its source by developing alternative opportunities […]

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China’s “Maritime Road” Looks More Defensive Than Imperialist

Via The Economist, a look at China’s BRI-related foreign port-building that seems to focus more on protecting existing trade routes than expanding such: An old saying warns about Greeks bearing gifts, but it might fit the Chinese better. In the 1400s Zheng He, a Muslim slave who became the Ming empire’s admiral, led seven voyages south and west. […]

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An Undone Buckle? Trouble for Belt and Road in Myanmar

Via China Dialogue, an article on China’s new infrastructure route through Myanmar: A year ago, Myanmar and China signed an agreement to establish the China-Myanmar Economic Corridor (CMEC), as part of China’s Belt and Road global infrastructure initiative. Today, that corridor is mired in conflict between the Myanmar military and ethnic armed groups. Stretching 1,700km, […]

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Balochistan: A New Center of Attention:

Via the Middle East Institute, commentary on the position and potential of Balochistan: For the millions of Americans watching the 2018 New Year’s Eve celebrations in Times Square, a curious sign could be seen flashing in bright yellow throughout the night that referred to a place and a situation very few had ever heard of: “#Free Balochistan […]

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The World’s Top 10 Cities in 2035

Courtesy of The Visual Capitalist, an interesting look at the world’s cities in 2035, many of which will be in developing countries:   Cities are the engines of the modern economy. Over half of the world now lives in urban areas, and urbanization continues to shape the trajectory of global growth in unprecedented ways. However, […]

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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.