Archive for May, 2023

Egypt: On Way to BRICS Membership?

Via Modern Diplomacy, commentary on the potential for Egypt to join BRICS: BRICS is a group created in 2009 that includes China, Russia, India, Brazil and South Africa. The BRICS countries represent 42% of the world’s population, 24% of global GDP. They account for 16% of world exports and 15% of world imports of goods […]

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Sudan: Why Gold and War Do Not Mix

Courtesy of The Africa Report, a look at the impact that Sudan’s current conflict is having upon its legal – and illegal – gold industry: In 2022, Sudan’s gold exports reached almost $2.5bn, equivalent to about 42tn sold. This was good for almost 45% of national exports before the tables turned the following year in […]

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Key Green Hydrogen Hotspots In Africa

Via Energy Central, a report on Africa’s significant opportunity to play a leading role in the global hydrogen economy, specifically some ‘hotspots’ where an abundance of renewable energy resources, critical ingredients for hydrogen production, and potential for investment make them a prime location for the development of the green hydrogen industry:

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Railing Central Asia Into The World Economy

Via The Geopolitics, commentary on the potential that railway linkages offer Central Asia: If there is one key to unlocking the doors of any economy, it is certainly a railway. Since its invention and construction between Manchester and Liverpool in the United Kingdom, railways have dramatically boosted trade, which is why they also played high […]

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Chile’s Move To Control Lithium Alarms Industry

Courtesy of The Financial Times, a report on how Chile’s move to control lithium is alarming industry players, allowing Australia, Argentina and African countries to benefit as Santiago moves ‘urgently’ to take stake in key projects: Chile has moved to take state control of key lithium projects in an attempt to develop its vast resources […]

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Taking The High Road: India’s Himalayan Infrastructure Drive Counters China

Via Terra Daily, a look at how India is taking on China in the race to build infrastructure in the Himalaya: Freshly laid roads, bridges, upgraded military camps, and new civilian infrastructure dot the winding high Himalayan route to the Indian frontier village of Zemithang — which China renamed last month to press its claim […]

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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.