Archive for September, 2023

U.S., Saudi Arabia in Talks to Secure Metals for EVs

Courtesy of the Wall Street Journal, a report on potential U.S. / Saudi partnership that could boost U.S. in race with China for cobalt while jump-starting Saudi Arabia’s mining industry: The U.S. and Saudi Arabia are in talks to secure metals in Africa needed for both countries’ energy transitions, as the White House tries to […]

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In Myanmar, Chinese and Thai Companies Fill Economic Vacuum

Courtesy of NikkeiAsia, a report on how – as Western businesses exit Myanmar – investments come from friendly nations such as China and Thailand: From infrastructure to consumer goods, Chinese and Thai companies have expanded in Myanmar as their countries maintain relations with the Western-sanctioned military-led government. Than Swe, Myanmar’s military-appointed deputy prime minister and foreign […]

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Tanzania: Inflation And Capital Flight Hobble Economy

Via Geopolitical Monitor, analysis of Tanzania’s economic challenges: Tanzania is facing a fuel crisis, and the world seems to be overlooking it.  The fuel price has now gone up by 17%within a short amount of time.  Although the Tanzanian government has announced a cap on the cost of the oil, the initial shock has still led to a […]

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Djibouti’s Energy Answer Is Blowing In The Wind

Via Semafor, a look at Djibouti’s inaugural wind farm: Djibouti made its formal debut as a player in renewable energy with the launch on Sunday of its first-ever wind farm. The $122 million Red Sea Power project, which will provide 60 megawatts from a farm near Lake Goubet, will be followed by an additional 45 […]

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Gas Pains: Bolivia Running Out of Natural Gas

Via Merco Press, an article on Bolivia’s natural gas woes: Bolivian president Luis Arce, announced on September 1st. that the country’s natural gas reserves have been depleted, and exports to Argentina and Brazil will be interrupted, leaving a massive hole in the economy of the country. “We have hit rock bottom,” Arce said in a […]

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Work Begins on Iraq-Iran Rail Link

Via France24, a report on a rail line linking Iraq’s southern port city of Basra to Iran’s broader rail infrastructure, a 32-kilometer-long line that is part of Iraq’s $17-billion “Route of Development” project, meant to build a north-south corridor within the country: Iraq’s prime minister on Saturday inaugurated construction work on what is slated to […]

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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.