Archive for December, 2023

Africa’s Resource Giant Votes With Role in Climate Future:

Courtesy of Bloomberg, a report on the DRC’s election: Voters in the Democratic Republic of Congo are to decide the fate of a nation that could drive the global energy transition and help shape the fight against climate change. Congo will soon be the world’s second-biggest copper producer and accounts for about 70% of cobalt […]

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Far Away From Houston, a U.S. Energy Partner Waits: Kazakhstan

Via Real Clear Energy, an article on Kazakhstan: A key piece of America’s low-carbon future sits in the steppes of Central Asia. The path there is not along the transportation corridors Xi Jinping is currently working to build from China to Europe. Nor does it lie in the pockets of Vladimir Putin and his gang who last month […]

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From Energy To Diplomacy: A Decade of Belt & Road In The Middle East

Via The Diplomatic Courier, a look at the impact of China’s BRI in the Middle East: China’s Belt and Road Initiative (BRI) has had, over the past decade, a profound impact on the political, cultural, and economic landscapes of countries the world over. While much of the BRI is an empty concept, BRI investments have […]

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Why the Middle Corridor Is a Double-Edged Sword

Via The Diplomat, a report that Europe is pushing hard to advance the Middle Corridor, but other countries like China, Russia, Iran, and Azerbaijan will almost certainly benefit from the infrastructure being built: In late November, the World Bank published an economic analysis on the potential of the Middle Corridor to develop over the next decade. The […]

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Crumbling South African Rail Prompts Botswana to Forge New Route

Via Bloomberg, a look at a proposed new rail route from Botswana through Namibia: South African logistics firm is struggling to transport goods Botswana gets unsolicited bids to forge rail through Namibia Botswana has received unsolicited bids from investors to build a rail line to a Namibian port that will help avoid South Africa and […]

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How Gold From The Sahel Finances Africa’s Armed Groups

Courtesy of The Africa Report, a detailed look at how gold from the Sahel finances Africa’s armed groups: The map of small-scale mines from which gold is extracted in the Sahel region notably overlaps with that of areas of activity of various armed groups, putting this precious mineral at the heart of an intense territorial […]

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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.