Archive for July, 2023

Colombia’s Nickel Reserves: A Blessing and Curse

Via Geopolitical Monitor, an article on Colombia’s nickel industry: The Colombian government is eager to expand and diversify the country’s mining industry by exploiting critical minerals, including nickel, which is currently solely mined in Cerro Matoso. As global demand for this critical mineral reminds high, nickel can be very profitable for Colombia’s mining industry and […]

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Trans-Afghan Railway to Connect Uzbekistan with Pakistan

Via Dawn, a report on a planned trans-Afghan railway, connecting Uzbekistan with Pakistan: Pakis­tan, Uzbekistan and Afghanistan will sign a joint protocol on Tuesday (today) to connect the Uzbek rail network with Pakistan Railways. The route for this connection will pass through Termiz in Uzbekistan, Mazar-i-Sharif and Logar in Afghanistan, and culminate in Pakistan via […]

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India’s Digital Rickshaw Wars

Via The Economist, a look at how a battle of rickshaw apps shows the promise of India’s digital stack, and its challenges: India’s start-up capital of Bangalore, auto-rickshaw drivers are no less prized than software engineers. Given the city’s chaotic traffic, rickshaws are sometimes the fastest way to get around. But finding one isn’t easy. […]

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Morocco: Managem Bets on Cobalt

Courtesy of The Africa Report, an article on Moroccan mining group Managem’s plans to start building a cobalt-processing plant by 2025: Managem, the Moroccan mining group majority-owned by the royal holding company Al Mada, plans to build a cobalt-processing plant to supply the growing demand for electric-vehicle batteries. “The feasibility study for the construction of […]

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Laos’ New $6 Billion Railway: Emerging Gateway Between China and Southeast Asia

Courtesy of the Wall Street Journal, a report on Laos’ new $6B Chinese-built railway, allowing people and investments flow into Laos, making it ‘more like China’ and efforts to position the nascent Boten Special Economic Zone in Laos as a new gateway between China and Southeast Asia: Locals stopped selling mushrooms to watch a train […]

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Global Money Pro On the Saudi-Iran Deal: It’s ‘Mind-Blowing.’

Via Barron’s, interesting commentary from one global investor on the transformational impact that the Iran-Saudi Arabia peace deal will have upon the economic and investing future: The geopolitical shifts under way today, from Europe and Asia to the Middle East, are too large and significant for investors to ignore. And few market watchers analyze and […]

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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.