Archive for 2023

Lobito Train Corridor Will Revolutionize Mining Transport

Courtesy of The Africa Report, an article on the impact that the planned Lobito train corridor will have upon mining transport in the region: A key railway line, vital for Congolese mineral exports, receives a $250m investment, improving the link between Kolwezi and Angola’s Lobito port. Erected in the early 20th century and ravaged during […]

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The High Stakes of Indonesia’s $20 Billion Just Energy Transition Partnership

Courtesy of The Diplomat, a report on the obstacles being faced by Indonesia’s Just Energy transition initiative: Indonesia’s $20 billion Just Energy Transition Partnership (JETP), announced last November by U.S. President Biden, Indonesian President Joko Widodo, and Japanese Prime Minister Kishida Fumio, is reaching an early critical juncture. The stakes involved are high, encompassing climate […]

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How China Is Winning The Race For Africa’s Lithium

Courtesy of The Financial Times, a look at how China – which already dominates processing of lithium for use in electric vehicle batteries 0 is now investing heavily in mines, leaving western operators scrambling in Africa: The settlement of Uis in a remote part of Namibia seems an unlikely hotspot for a mineral cold war […]

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China’s Overseas Investment in Metals and Mining Set To Hit Record

Courtesy of The Financial Times, a report on how China’s overseas investment in metals and mining is set to hit a record Beijing as intensifies efforts to lock up access to renewable energy supply chain: China’s metals and mining investments overseas are on track to hit a record this year, new data shows, as the […]

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China’s Oil Gambit in Africa’s Conflict Zones

Courtesy of The Diplomat, a report on China’s efforts to double down on its African energy investments even in the face of local opposition and violent conflict: As China, the United States, and other players jockey for position in present and future energy sectors, the African continent faces a pivotal moment in its oil and […]

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Malaysia: Plans To Become ‘Regional Renewable Powerhouse’

Courtesy of Nikkei Asia, an article detailing Malaysia’s renewable energy ambitions: Malaysia has launched programs to promote renewable energy in a country that has relied heavily on fossil fuels, hoping to lead Southeast Asia in transition to a greener economy. But the ambitious targets, such as having renewables supply 70% of the total energy supply […]

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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.