Archive for March, 2024

“There Is No CPEC in Gwadar, Except Security Check Posts”

Via The China File, commentary on CPEC, China’s trade route through Pakistan which promised investment but faces regional backlash: The China-Pakistan Economic Corridor (CPEC) is one of the major spokes of Beijing’s multi-trillion dollar Belt and Road Initiative (BRI), an ambitious attempt to remake global trade and transport infrastructure. CPEC’s terminus is Gwadar, a port […]

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Agri-Food Giants Weather The Storm In Africa

Courtesy of The Africa Report, a look at MNC food companies inflation-related challenges in Africa: Multinational food companies, whose products are widely consumed on the continent, are facing inflation-related headwinds. They may be corporate heavyweights, but times are tough for them too, including their activity on the continent. On 22 February, as its annual results […]

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Why Are The Gulf States ‘Buying Up’ Egypt’s Coastline?

Via Deutsche Welle, a look at the UAE’s $35 billion deal with Egypt: a case of Gulf bailout diplomacy or not? While much about this deal seems very familiar, the underlying arrangement signals an important shift in the Gulf states’ decades old practice of bailout diplomacy as a large portion of the deal resembles a […]

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Kenya and Ethiopia Deepen Economic Ties to Boost Trade

Courtesy of The Africa Report, an article on deepening economic ties between Kenya and Ethiopia: Kenya and Ethiopia have this week signed seven memoranda of understanding, from blue economy, petroleum and energy development to enhance trade relations and investment cooperation. Ethiopian Prime Minister Abiy Ahmed arrived in Nairobi on Wednesday for a two-day state visit […]

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Qatar’s Gas Boost Will Bring Energy Dominance — and Lots of Cash

Courtesy of Bloomberg, a look at Qatar’s plans to snag an even bigger share of the global natural gas trade, adding more than $30 billion to its annual revenue in the process: With a two-phase mega-expansion already underway and an enormous new buildout now on the horizon, the small Gulf nation of Qatar is setting itself up to […]

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Washington Wants to Revive a Critical Minerals Mega-Railway Through Africa

Via Foreign Policy, an article on the Lobito Corridor: As geopolitical tensions electrify the global scramble for critical minerals—the raw materials that underpin advanced defense systems and clean energy technologies—the United States and China have been racing to expand their influence over the mineral market in Africa.  The world’s F-35 fighter jets, electric vehicle (EV) […]

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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.