Archive for June, 2024

For American Brands Worried About China, Is India the Future?

Courtesy of The New York Times, a look at how some multinational retailers are diminishing their dependence on Chinese factories by shifting production to India: Melissa & Doug had a situation. For decades, the American toy brand had leaned heavily on factories in China to make its products — wooden puzzles, stuffed animals, play mats. Suddenly, […]

Read more »



Djibouti Rails Against World Bank Port Rankings

Via The Africa Report, an article on Djibouti’s displeasure with the World Bank’s latest port rankings: The World Bank has ranked the port of Djibouti at the bottom of its Container Port Performance Index (CPPI) 2023. The South African operator, Transnet, is also not best pleased with its ranking. The news has not been taken […]

Read more »



Africa Enters Infrastructure Boom

Via WhyAfrica, a report on Africa’s infrastructure boom: Africa enters infrastructure boom Inadequate infrastructure remains a challenge, but also creates investment opportunities. With African government committing billions of dollars to infrastructure development, the continent is touted to be entering a 20 to 30-year infrastructure development boom. Infrastructural development is pivotal to all aspects of social and economic […]

Read more »



The Congolese Fight for Their Own Wealth

Via TriContinental, detailed commentary on how the DRC’s vast mineral wealth contrasts with its extreme poverty, caused by exploitation and conflict: We are deeply grateful to Dr Eyamba Bokamba, Dr Georges Nzongola Ntalaja, Marie Claire Faray, Muadi Mukenge, Patricia Lokwa Servant, Lubangi Muniania, Kambale Musavuli, Professor John Higginson, and others for their indispensable contributions. This […]

Read more »



Guyana: Is Exxon Creating The World’s Next Petrostate?

Courtesy of The Financial Times, a look at the giant Exxon project that could create the world’s last petrostate But critics fear the oil bonanza will turn Guyana into a victim of the ‘resources curse’: Inside a drab six-storey office block in a residential street in Guyana’s capital Georgetown, a team of ExxonMobil executives are […]

Read more »



Oil Exploration Boom In Namibia

Via Reuters, a report on Namibia’s oil boom: Namibia has become an oil exploration hotspot after several discoveries in recent years along its coast. It has not yet produced any oil or gas, but oil majors such as TotalEnergies (TTEF.PA), opens new tab and Shell (SHEL.L), opens new tab have made discoveries estimated at 2.6 billion barrels, with production in the […]

Read more »


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.