Archive for 2023

Shippers Give Ghana Wide Berth Due To High Port Fees

Courtesy of The Africa Report, a look at how Togo and Cote d’Ivoire are benefiting as Ghana’s high port fees deter shippers: A 20% drop in container traffic at Ghanaian ports suggests Togo and Cote d’Ivoire are seen as more attractive.  Recent data from Ghana’s port authority shows a notable decline in port traffic, with […]

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Electric Motorbike Startups Jostle for Advantage in Africa’s Nascent EV Sector

Courtesy of Semafor, a look at Africa’s electric motorcycle and EV sectors: THE SCOOP Startups providing electric motorcycles and batteries are setting up new plants, raising capital and competing for government partnerships in a bid to lead Africa’s drive into a $21 billion electric vehicle future. Spiro, a company with about 9,400 motorcycles in Benin, […]

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Trafigura’s $600 Million Cobalt Play Faces Cash Crunch in Congo

Via Bloomberg, an article on how one copper-cobalt project in the DRC has been forced to find new funding: Trading house is seeking new funds for flagship Chemaf project Cobalt prices have slumped and project has overshot its budget Trafigura Group has been forced to seek new funding for one of its flagship investments — a […]

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Japan Builds Supply Chain for EV Battery Minerals in Africa

Via Nikkei Asia, a report that Zambia, DR Congo, and Namibia are in advanced negotiations with the Japanese government to expand exploration and develop supply chains for rare minerals, including cobalt, copper, zinc, nickel, and lithium available in the three countries. Japan is moving to counter Chinese influence in the continent’s mining industry and diversify […]

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The Militarization of Mexico’s Economy

Courtesy of The Financial Times, a report on how the economic influence of Mexico’s armed forces has grown dramatically under Andrés Manuel López Obrador: Passengers arriving at Latin America’s busiest airport now encounter uniformed marines, who direct them to immigration queues, supervise customs checks and patrol the terminal. This is the most visible element of […]

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Indonesia’s New Capital Aims To Be ‘Economic Growth Center’

Courtesy of NikkeiAsia, a report on how Indonesia’s new capital aims to be ‘economic growth center’ for the nation: More than two hours by air from Jakarta, and another two-hour drive from Balikpapan airport, a new city is appearing the middle of Borneo Island’s vast rainforest. Next August, Indonesian President Joko Widodo will shift some government […]

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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.