Archive for November, 2022

Indonesia Considers Opec-Style Cartel For Battery Metals

Courtesy of The Financial Times, an article on how Indonesia – the world’s largest nickel producer – is exploring a potential global governance structure similar to that used by oil producers: Indonesia is studying the establishment of an Opec-like cartel for nickel and other key battery metals, highlighting the geopolitical confidence of nations that are […]

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Will Sisi Take Egypt’s Economy Out of the Military’s Hands?

Courtesy of The Financial Times, an article on how the global crisis has magnified the fragility of Egypt’s state-driven economic model and forced it to take out new multilateral loans: When Egypt was forced to go cap-in-hand to the IMF as it struggled with a foreign currency crisis and dwindling reserves in 2016, President Abdel […]

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Amer International Group (aka Zhengwei): China’s Copper King

Via Week In China, a look at how Amer International Group (better known as Zhengwei) -a copper firm – outgrew Huawei to become Guangdong’s top firm: Taking first place in a government-backed poll of the Top 100 private enterprises in Guangdong – one of China’s most industrious provinces and home to some of its most […]

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Minerals and China’s Military Assistance in the Democratic Republic of Congo

Via The Diplomat, an article on how Beijing’s growing investments in strategic resources in the DRC go hand in hand with increased military assistance intended to secure those assets: China’s growing investments in the mining sector in the Democratic Republic of Congo (DRC) allow it to demand special treatment. The Congolese army has been deployed […]

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Azerbaijan Warns Investment Needed To Increase EU Gas Flows

Courtesy of The Financial Times, an article on Azerbaijan’s need for additional infrastructure investment in order to provide additional gas to the EU: Azerbaijan has warned the EU that it will only be able to meet its commitment to double gas exports to the bloc if provided with fresh investment in its pipelines and long-term […]

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Are Laos’ New Railways a Solution to its Lack of Trade with the West?

Courtesy of The Diplomat, commentary on whether Laos’ new railways could help the nation address its lack of trade with the West: When Phankham Viphavanh, the prime minister of Laos, concluded a cabinet meeting last month, there were more questions than answers over what his government was doing to fix the economy. The national currency, the […]

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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.