Archive for May, 2024

The Luzon Economic Corridor: A Badly-Needed Win For the US in Southeast Asia?

Via The Diplomat, a look at the Luzon Economic Corridor proof of concept for the G-7’s Partnership for Global Infrastructure and Investment in the northern Philippines: Among the outcomes of the inaugural U.S.-Japan-Philippines trilateral summit on April 11, arguably the most significant was the announcement of the Luzon Economic Corridor. Even a cursory glance hints at […]

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Sand to Sea: Aramco’s Earnings Are Helping The Saudi Kingdom Shake Up The Global Economy

Courtesy of Fortune Magazine, a look at how the oil earnings of Saudi Aramco, the world’s most profitable company, are helping the Saudi monarchy shake up the global economic order: For generations, the city of Cannes in the South of France has been famous for its glitzy film festival, where the world’s movie stars strut […]

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Liberia: “It’s Not Going To Be Business As Usual” for Foreign Investors

Via The Africa Report, a report on the new Liberian President’s views on foreign investment: President Joseph Boakai brought a message to international investors on his first US foray since taking office in January – Liberia is open for business, but only on its own terms. “I want to be clear that it’s not going to be […]

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India Backs Port Deal with Iran After US Caution

Via BBC, an article on India’s urging of the U.S. not to take a “narrow view” of its port agreement with Iran, a day after Washington warned that countries doing business deals with Tehran risked sanctions: On Monday, India signed a 10-year deal with Iran to develop the strategically important Chabahar port. The US said any country […]

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Nickel, Riots and the Fight for New Caledonia’s Clean Energy

Courtesy of the Wall Street Journal, a report on France’s plan to lift restrictions on exports of New Caledonia’s nickel to supply clean-energy manufacturing, which is drawing condemnation from indigenous leaders: Before riots swept New Caledonia last week, President Emmanuel Macron aimed to put the remote territory—and its massive reserves of nickel—at the center of France’s push to secure […]

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Uganda Gives Belgian Firm Contract To Develop Bukasa Port

Via The East African, an article on Uganda’s decision to give a Belgian firm the contract to develop Bukasa port: Uganda has awarded a contract to a Belgian firm to reclaim land and dreg the Lake Victoria bed to pave the way for the development of Bukasa port. The Belgian firm Coil and Coppleters NV […]

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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.