Archive for July, 2024

Oil Find Helps Namibia Transform Into Business Route for Airlink

Via Bloomberg, an article on the impact that Namibia’s oil and gas finds are having upon air travel: Airlink plans to upgrade to bigger aircraft in due time Airlink has commercial partnerships with Qatar and Emirates Oil and gas discoveries in Namibia are transforming the nation into a high-end business travel destination from a tourist […]

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US Intervened In Congo Mine Sale To Chinese Arms Group

Courtesy of The Financial Times, an article examining how US officials encouraged DRC’s state miner Gécamines to review its sale of a copper mine to a subsidiary of a Chinese defense company: The US has intervened in the sale of a Congolese copper mine to a Chinese arms manufacturer in an effort to prevent Beijing […]

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China EV Makers Neta, Xpeng Turn To Africa Amid European Backlash

Courtesy of Nikkei Asia, an article on the growing EV market in emerging economies worldwide: Chinese electric-vehicle manufacturers Neta Auto and Xpeng Motors are ramping up their push into Africa, shifting their overseas strategies amid trade frictions with Europe. Neta, a brand developed by EV startup Hozon New Energy Automobile, opened a flagship store in […]

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Cancellation of Nickel Investments Should Be a Wake-Up Call for Indonesia

Via The Diplomat, a report on the cancellation of two planned nickel investments: On June 24, two multinational mining and mineral processing giants, France-based Eramet and Germany-based BASF, announced that they would cancel plans for a $2.6 billion nickel-cobalt refinery located within the Indonesia Weda Bay Industrial Park (IWIP), in North Maluku, Indonesia. The companies cited commercial reasons, […]

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Central Asia: The Once and Future Heart of Eurasia

Via Geopolitical Monitor, a report on Central Asia: In recent decades, the portrayal of the five former Soviet Central Asian states—collectively known as the “stans”—in Western media and policy discourse has often been overly simplistic, neglecting their unique identities, historical legacies, and rich cultural diversity. These nations are frequently depicted as objects in a larger […]

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The United States Tells China to Kick Rocks in Central Asia

Via East Asia Forum, commentary on U.S. efforts to diversify its supply chain for critical minerals and reduce its dependence on China by establishing partnerships with Central Asian republics, though it anticipates various challenges. In particular, China’s restrictions on gallium and germanium exports and significant economic influence in the region raise concerns. The United States, […]

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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.