Archive for December, 2023

Ghana’s Lithium Deal

Via The Africa Report, an article on Ghana’s recent lithium deal: The recent awarding of Ghana’s first lithium mining licence to Australia-incorporated, and London AIM-listed, Atlantic Lithium has sparked intense debate. Despite the care that civil society groups have taken to craft thoughtful improvements, the government’s chief mining advisor has responded dismissively, accusing critics of […]

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New China-Serbia Free Trade Agreement Raises Security Concerns for Europe

Via The Diplomat, an article on a new China-Serbia Free Trade Agreement which aims to increase trade flows and eliminate custom tariffs on arms deals, opening the field for sanctioned Chinese companies in Serbia: In October, the Serbian Parliament adopted an 850-page bilateral trade agreement with China. Drowned out by other global events – foremost the breakout […]

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BYD, a Chinese Powerhouse in Electric Cars, Will Build a Plant in Hungary

Courtesy of The New York Times, an article on BYD’s announcement that it will build a plant in Hungary: BYD, China’s electric-vehicle juggernaut, said Friday it would build an assembly plant in Hungary, its first production facility for battery-powered cars in Europe and the latest sign of the company’s ambitious plans to expand beyond Asia. […]

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As Afghan Economy Struggles, Taliban Increasingly Looks To Go It Alone

Courtesy of The Washington Post, an article on the Afghan economy: More than two years after the Taliban’s takeover, its internationally isolated government is pushing ahead with a plan to make the Afghan economy more self-sustaining, if not outright self-sufficient. Afghan officials are overseeing the construction of dams and canals to boost agriculture, and tunnels […]

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Developing Djibouti as a Sustainable Maritime Hub

Courtesy of Forbes, a report on plans to develop Djibouti as a sustainable maritime hub: Gulf of Aden area, political map. Deepwater gulf between Yemen, Djibouti, the Guardafui Channel, … [+] This week, the war between Israel and Hamas had an unexpected impact on maritime traffic in one of the world’s busiest shipping routes through […]

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North Korean Exports Hit Record High Since UN Sanctions Took Full Effect

Via The Diplomat, a look at North Korea’s exports, which overwhelmingly go to China – and rely on a single (and surprising) export category: After years of disruption from United Nations sanctions and the pandemic, North Korean exports to China surged through the first 11 months of 2023. However, North Korea’s export recovery is potentially […]

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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.