Archive for February, 2024

Congo’s Gecamines and Entreprise Generale du Cobalt Sign Mining Deal

Via Reuters, a report on a recent deal between the DRC’s Gecamines and Entreprise Generale du Cobalt: Congo’s state mining company Gecamines and its subsidiary Entreprise Generale du Cobalt (EGC) have signed an agreement granting EGC exclusive mining rights to five mining areas, the firms said on Wednesday. Created by government decree in December 2019, […]

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Indonesia And China’s Trains

Via Eurasia Review, commentary on China’s significant investment presence in Indonesia: China’s huge leverage in Indonesia has impacted Indonesia’s economic development. Over a decade, China has never been absent as the main of Indonesia’s trading partner. In the Jokowi era, for example, the Chinese investment reached nearly US$8 billion by 2022. According to the Indonesia […]

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America Should Not Allow its Trade Programme with Africa To Die

Courtesy of The Financial Times, an argument that America’s Growth and Opportunity Act should be reimagined and made fit for an era of renewed great power competition in Africa: It is often said that Africa does not matter to America. Unlike China, the US does not pursue a policy of exporting surplus industrial capacity to […]

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For First Time in Two Decades, U.S. Buys More From Mexico Than China

Via The New York Times, a report on data showing that the United States bought more goods from Mexico than China in 2023 for the first time in 20 years, evidence of how much global trade patterns have shifted: In the depths of the pandemic, as global supply chains buckled and the cost of shipping […]

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Fancy a Safari? African Countries On Hunt for Lion’s Share of Chinese Tourists

Via South China Morning Post, an article on African tour operators’ efforts to lure more Chinese tourists: After three years cut off from China’s sprawling pool of cash-strapped travellers, tourism operators in countries such as Tanzania are moving fast to lure them back However, Africa remains a niche travel destination, and there are abundant challenges […]

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DRC: Trafigura, Ivanhoe Sign Copper Export Deal via US-Backed Corridor

Courtesy of The Africa Report, an article on the recent announcement that two firms, Singapore-based Trafigura and Canada’s Ivanhoe Mines, signed a major deal to export copper along a US-backed rail route from Democratic Republic of Congo to Angola: Two firms, Singapore-based Trafigura and Canada’s Ivanhoe Mines, signed a major deal to export copper along […]

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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.