Archive for September, 2023

Vietnam’s Plans to Dent China’s Rare Earths Dominance

Courtesy of Reuters, a report on Vietnam’s plans to dent China’s rare earths dominance: Vietnam plans to restart its largest rare earths mine next year Dong Pao is among world’s biggest mines, draws foreign interest Australia’s Blackstone eyes $100mln Dong Pao investment Blackstone’s partner VTRE plans factory with S. Korea’s Setopia Concerns mount over China’s dominance […]

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Guyana’s Oil Boom Captures Attention of Global Energy Powers 

Via National Interest, commentary on how Washington cannot allow China to secure another oil-rich ally in the region by buying up strategic assets in the country: In the race for control over the world’s energy market, China has set its sights on an unlikely target. Vast discoveries of offshore oil deposits in Guyana have turned the country […]

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Saudi Arabia’s Digital Dream: Silicon Valley for the Middle East

Via Middle East Eye, a report on Saudi Arabia’s digital dream – Silicon Valley for the Middle East: Riyadh needs more data centres and infrastructure if it is to become the multi-billion dollar web giant of the Gulf Saudi Arabia is spending billions of dollars, and hopes to attract billions more, to become the digital hub […]

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Energy Giants Place Tentative Bets On Oil Finds In ‘Wildcat’ Uruguay

Courtesy of Reuters, an article on firms’ exploration of potential oil finds in ‘wildcat’ Uruguay: Uruguay state-run energy firm Ancap is set to agree to final terms for a record number of seven offshore exploration licenses next month, a senior executive told Reuters, as the frontier market lures bets from global players like Shell (SHEL.L). […]

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Saudi Arabia: Redrawing The Map Of The Future With Fibre-Optic Cables

Via Middle East Eye, a look at how Saudi Arabia is redrawing the map of the future with fibre-optic cables: Modern life is dependent on the internet and the hundreds of underwater fibre-optic cables that criss-cross the world, carrying essential digital services from country to country in milliseconds. Egypt has long enjoyed a dominant role as […]

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The Elusive Figure Running Wagner’s Embattled Empire of Gold and Diamonds

Courtesy of The Wall Street Journal, an article on Dmitry Sytii the elusive figure working to preserve the Wagner’s multibillion-dollar African operations: T-shirts have appeared on the streets of the Central African Republic’s capital recently picturing a bearded man with flowing hair and an almost saintly look. The image, reminiscent of a revolutionary Che Guevara, […]

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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.