Archive for July, 2024

Too Hot To Handle: How Orano is Fighting to Keep Its Last Uranium Mine in Niger

Courtesy of The Africa Report, an article on how Orano is fighting to keep its last uranium mine in Niger: The French nuclear group, having just lost its operating permit for the Imouraren project, faces difficulties with SOMAIR in the Arlit mining complex, in its latest standoff with the Nigerien junta. The French group Orano (formerly Areva) […]

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Rise of Chinese Surveillance Tech in Africa: Development or Espionage?

Courtesy of The Africa Report, commentary on the growing deployment of Chinese CCTV equipment in African cities: Chinese technology companies like Huawei and ZTE are contributing to smart city development on the continent, but analysts warn that their tools provide authoritarian governments with the means to spy on citizens and promote repression. More than a […]

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Diversifying Investment in Indonesia’s Mining Sector

Via CSIS, a report on Indonesia’s mining sector: Indonesia is the world’s largest nickel producer and produces significant quantities of copper, cobalt, tin, and gold. In 2023, mining contributed to 11.9 percent of Indonesia’s gross domestic product. Over the last 15 years, Indonesia has imposed—and at times loosened—bans on raw resource exports and local ownership requirements. While […]

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China’s BYD To Invest $1B in Turkey for EV Plant

Via Nikkei Asia, a report on BYD’s plans to invest $1B into a Turkish EV plant: Chinese electric-vehicle maker BYD will invest $1 billion in Turkey to set up an EV and plug-in hybrid vehicle factory with an annual capacity of 150,000 units, creating a second European production and export hub after the one it […]

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What Does Future Hold For India?

Via McKinsey, a report on seven trends likely to shape India for years to come—and help it achieve its development goals: India is a place of superlatives. It’s home to the world’s fifth-largest economy. Its population, at over 1.4 billion people, has surpassed China’s to become the largest in the world. And that population is young: at a […]

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As Violence Surges, Can Pakistan Protect Its Chinese Projects?

Courtesy of The New York Times, a look at how – while China has invested billions in megaprojects across Pakistan – a resurgence in militant violence is threatening to derail badly needed investment: In a busy port city along Pakistan’s southwestern coast, a newly built security barrier and hundreds of new checkpoints safeguard Chinese workers. […]

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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.