Archive for May, 2022

Dangote’s Timely Fertilizer Plant Pays off As Prices Soar

Via African Business, an article on Dangote’s new Nigerian fertilizer plant: What better time to launch a fertiliser plant than when global prices are at their record highs? That’s exactly what Aliko Dangote, Africa’s richest man, did. On March 22, Dangote’s $2.5bn fertiliser plant in Nigeria’s economic capital, Lagos, started production. The 3-million tons a […]

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Russia Looks To Cash In On Afghanistan Opportunities

Via Russia Briefing, commentary on Russia’s interest in Afghanistan: Afghanistan is a US$1 trillion commodities and transit bank for Russian and Chinese supply chain needs Eight months after US troops finally exited Afghanistan, and 20 years after a US invasion in which Washington spent US$2.3 trillion on being there, Russia’s Foreign Minister Sergey Lavrov has […]

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China Completes Cabinda Port Project

Via Clingendael, a report on a large-scale Chinese investment in Angola: China Gezhouba Group Corporation (CGGC) completed the construction of a marine passenger terminal in Cabinda Port, located in the southwest of Cabinda, an exclave and province of Angola, bordered by the Republic of the Congo and DR Congo. Cabinda Province is the main producer of Angola’s oil, and the vast majority of […]

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Pakistan’s Economy Is On The Brink

Courtesy of The Financial Times, an article on Pakistan’s increasingly fragile economy: Pakistan is in political and economic chaos. Its most populous province, Punjab, was without a government for almost a month because the governor, who was appointed by former prime minister Imran Khan, had refused to administer an oath to the newly elected chief […]

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Emerging Markets Are the Next Comeback Nations

Via Foreign Affairs, commentary on the potential for emerging markets in the near term: Early in the COVID-19 pandemic, I argued in an article for Foreign Affairs that in the 2010s, the United States had defied predictions of its imminent decline and instead risen to new heights as an economic superpower. This revival, I warned, was in its very mature […]

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China Wants Its Investments in Afghanistan to Be Safer Than in Pakistan

Via Foreign Policy, a look at how Beijing could profit handsomely from Afghan resources and exports, but new ventures risk exposing Chinese nationals to violence: Kabul is awash with Chinese businessmen. Walk out of Kabul International Airport, and you are greeted by a big billboard advertising Chinatown, a housing and business compound in the city that […]

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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.