Archive for 2023

China In limbo Over Importing Middle East Oil Overland Through Pakistan

Via The China Project, a look at how ongoing violence in Balochistan and Xi Jinping’s shifting Belt and Road priorities may end Pakistan and China’s pipeline dreams: If China wants to move Middle Eastern oil and gas overland to Xinjiang, it must dredge the port at Gwadar, build a refinery there, then construct a high-altitude […]

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Lithium Lifts China’s Emerging Market Mining Ties

Via ECNS.cn, a look at how cooperation between China and Latin America is expected to deepen around lithium: Cooperation between China and Latin American countries and regions in mining is expected to deepen with lithium mining becoming a new focal point, experts said. This will likely lead to closer collaboration and synergies between mining companies […]

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Can Vietnam Become The Next Asian Tiger?

Via East Asia Forum, a report on Vietnam’s economic potential: Amid the COVID-19 pandemic and rising US–China trade tensions, Vietnam leapfrogged South Korea to become the United States’ sixth largest trade partner by import value in 2022. This jump represents an important pivot in Vietnam’s economy — Vietnam’s biggest export to the United States is no longer […]

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Bill Gates: “5 of the Coolest Innovations I Saw In Senegal”

Via Gates Notes, a report on Bill Gates’ thoughts on 5 of the coolest innovations he recently saw in Senegal: I had an amazing trip to Senegal last month. I always love getting the chance to travel and see the remarkable work the foundation’s partners are doing firsthand. These visits leave me more energized than […]

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These Five Countries Are Key Economic ‘Connectors’ in a Fragmenting World

Courtesy of Bloomberg, a look at the Vietnam, Poland, Mexico, Morocco and Indonesia are benefiting from the reshuffling of supply chains in response to US-China tensions. You may not have grown up playing with an Erector Set, but perhaps you had another building kit where, with patience and perhaps some parental assistance, you could bolt […]

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Congo’s Growth to Surpass 6% in 2023

Via Bloomberg, a report on Congo’s economic growth: The economy of the Democratic Republic of Congo, the largest producer of cobalt, is seen expanding more than 6% this year despite a slump in the prices of the metal used in electric vehicles and violent conflict in the east, the International Monetary Fund said. The mining sector remains […]

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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.