Archive for May, 2024

The New Reality of Energy Geopolitics in Eurasia

Via The Diplomat, a look at how – with the so-called gas union – Russia, Kazakhstan and Uzbekistan are engaging in opportunistic cooperation and flirting with dangerous new dependencies. On November 28, 2022, Kazakh President Kassym-Jomart Tokayev visited Moscow, meeting with Russian President Vladimir Putin and other top Russian officials. During their meeting, Russian media […]

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How America Inadvertently Created an ‘Axis of Evasion’ Led by China

Courtesy of the Wall Street Journal, a look at how Western sanctions and export controls were meant to subdue foes of the U.S. but instead have led to a shadow economy: Western sanctions and export controls were meant to subdue America’s enemies, leveraging the power of the dollar to strong-arm governments into submission without the bloodshed of […]

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UAE’s Role in Gold Smuggling from Africa Could Jeopardize Its Investment Ambitions on the Continent

Via African Critical Minerals, a report on the impact that the UAE’s Role in gold smuggling from Africa could have upon its investment ambitions on the continent: A report by Swissaid, released on Thursday, reveals the alarming extent of gold smuggling out of Africa. Between 321 and 474 metric tons of gold are produced annually […]

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Africa’s Natural Resources for Africans?

Via the Wilson Center, commentary on how – as of 2020 – Africa’s natural resources were pledged to back nearly $66 billion in loans made for the most part from China’s state-controlled Development and Exim Banks: Africa has enormous economic potential. It is the youngest continent in the world, and nearly half of the world’s working-age population […]

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Vietnam’s Great Untapped Rare Earth Bounty

Via Asia Times, an article on US efforts to help develop Vietnam’s rich rare earth reserves to decouple from China but that’s not likely to happen anytime soon: Vietnam is home to the world’s second-largest reserves of rare earths, according to the US Geological Survey. Yet while the US and its allies seek a supply […]

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UAE: Dubai Ports World Makes a Play for Africa

Courtesy of The Africa Report, a report on how DP World, the Dubai-based logistics giant, is both a thriving business and a geopolitical soft power tool: From humble beginnings a half-century ago as the local operator of the two-crane operation at Port Rashid, Dubai Ports World has matured into a global logistics powerhouse. It’s also […]

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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.