Trafigura’s $600 Million Cobalt Play Faces Cash Crunch in Congo
August 3rd, 2023
Via Bloomberg, an article on how one copper-cobalt project in the DRC has been forced to find new funding: Trading house is seeking new funds for flagship Chemaf project Cobalt prices have slumped and project has overshot its budget Trafigura Group has been forced to seek new funding for one of its flagship investments — a […]
Read more »Japan Builds Supply Chain for EV Battery Minerals in Africa
August 3rd, 2023
Via Nikkei Asia, a report that Zambia, DR Congo, and Namibia are in advanced negotiations with the Japanese government to expand exploration and develop supply chains for rare minerals, including cobalt, copper, zinc, nickel, and lithium available in the three countries. Japan is moving to counter Chinese influence in the continent’s mining industry and diversify […]
Read more »The Militarization of Mexico’s Economy
August 2nd, 2023
Courtesy of The Financial Times, a report on how the economic influence of Mexico’s armed forces has grown dramatically under Andrés Manuel López Obrador: Passengers arriving at Latin America’s busiest airport now encounter uniformed marines, who direct them to immigration queues, supervise customs checks and patrol the terminal. This is the most visible element of […]
Read more »Indonesia’s New Capital Aims To Be ‘Economic Growth Center’
August 2nd, 2023
Courtesy of NikkeiAsia, a report on how Indonesia’s new capital aims to be ‘economic growth center’ for the nation: More than two hours by air from Jakarta, and another two-hour drive from Balikpapan airport, a new city is appearing the middle of Borneo Island’s vast rainforest. Next August, Indonesian President Joko Widodo will shift some government […]
Read more »Lobito Train Corridor Will Revolutionize Mining Transport
August 2nd, 2023
Courtesy of The Africa Report, an article on the impact that the planned Lobito train corridor will have upon mining transport in the region: A key railway line, vital for Congolese mineral exports, receives a $250m investment, improving the link between Kolwezi and Angola’s Lobito port. Erected in the early 20th century and ravaged during […]
Read more »The High Stakes of Indonesia’s $20 Billion Just Energy Transition Partnership
August 1st, 2023
Courtesy of The Diplomat, a report on the obstacles being faced by Indonesia’s Just Energy transition initiative: Indonesia’s $20 billion Just Energy Transition Partnership (JETP), announced last November by U.S. President Biden, Indonesian President Joko Widodo, and Japanese Prime Minister Kishida Fumio, is reaching an early critical juncture. The stakes involved are high, encompassing climate […]
Read more »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.