Archive for August, 2020

Fortescue Opens Talks With Afghanistan on Nation’s Mining Riches

Via Bloomberg, a report on Australian interest in Afghanistan’s natural resources: Fortescue Metals Group Ltd. has held talks with Afghanistan’s President Ashraf Ghani on potential mining sector opportunities in the nation, which has struggled to accelerate development of an estimated $1 trillion worth of minerals deposits. Ghani and the company’s chairman Andrew Forrest held an Aug. 6 […]

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China’s Strategic Port Project Moves Step Closer to Reality as Myanmar OKs Joint Venture

Via The Irrawaddy, an article on China’s planned strategic deep-sea port project in Myanmar: The Myanmar government’s investment agency last week approved the registration of a joint venture between a Chinese company and a government-backed committee to develop China’s strategic deep-sea port project in western Rakhine State. The approval moves the long-delayed backbone project of […]

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Emirati DPlomacy and Chinese BRInkmanship

Via The Middle East Institute, a report on UAE’s DP World company: The coronavirus pandemic that originated in China could not have come at a worse moment for the United Arab Emirates (UAE). Indeed, before its outbreak, relations between the UAE and China were in an excellent place. Underpinned by growing economic exchange, the bilateral […]

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Twilight of Petrostates

Via The Economist, an article on the impact of the demise of easy oil money: Their budgets don’t add up anymore. Algeria needs the price of Brent crude, an international benchmark for oil, to rise to $157 dollars a barrel. Oman needs it to hit $87. No Arab oil producer, save tiny Qatar, can balance […]

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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.