Archive for January, 2023

Does North Korea Sit Atop Significant Oil Reserves?

Via 19FortyFive, a report on North Korea’s oil potential: One of North Korea’s most enduring domestic challenges has been its inability to reliably meet domestic energy demands – both in terms of electricity generation and the provision of fuel for commercial, industrial, and military vehicles. North Korea imports oil products from its neighbors – primarily […]

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After China, Globalization May Lead To Mexico

Courtesy of the New York Times, a look at how – as American companies seek to limit their exposure to the pitfalls of making goods in China – some are moving production to Mexico: As American companies recalibrate the risks of relying on Chinese factories to make their goods, some are shifting business to a […]

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A New Marshall Plan? How Ukraine Will Be Rebuilt

Via Radio Free Europe, commentary on how Ukraine will be rebuilt after the war: Just weeks after Russian President Vladimir Putin launched his country’s unprovoked full invasion of Ukraine on February 24, Ukrainian President Volodymyr Zelenskiy, who has proven a master of messaging, bluntly told the Kremlin it would have to “learn the words ‘reparations’ and ‘contributions.’” […]

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Croatia Anticipates Economic Boost As It Prepares to Adopt Euro

Courtesy of The Financial Times, a look at Croatia anticipated economic boost as it prepares to adopt the euro on January 1: Ivo Boži?, a stallholder selling trinkets at the Christmas market in Croatia’s capital Zagreb, is used to handling multiple currencies and thinks the transition will go without hitches when the country adopts the euro […]

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Venezuela Grows Closer to Mercosur and Argentina

Via MercoPress, an article on Venezuela’s moves to grow closer to Mercosur and Argentina: Venezuela’s return to Mercosur, the resumption of flights between Buenos Aires and Caracas, and an invitation to President Nicolás Maduro to attend the CELAC summit in Buenos Aires next month are some of the signs showing the Argentine government’s rapprochement with Chavismo. […]

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Turkmenistan Builds New $1.5 Billion City, Far Removed From Grinding Poverty

Via Radio Free Europe, a report on Turkmenistan new $1.5 billion city, Arkadag, which is expected to house the country’s elite: Turkmenistan, one of the world’s most repressive and isolated countries, is stricken by widespread poverty. But the authorities are set to unveil a newly built $1.5 billion city, a project that officials claim “reflects the […]

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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.