Archive for August, 2024

A $2 Trillion Reckoning Looms as Ports Become Pawns in Geopolitics

Via Bloomberg, an article on how ports have become pawns in geopolitics, as these gateways to global trade face costly conversions to retool in new era of rivalry, automation and green energy: For centuries, control of the world’s biggest shipping centers helped expand empires, spark and settle wars, ease poverty and build middle classes while […]

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Poland’s Big Bet On A New Airport

Courtesy of The Financial Times, an article on Poland’s big bet on a new airport, project seen as the next big thing in the country’s economic development: Before it can become central and eastern Europe’s largest transport hub, Poland’s new airport could first test the ability of its feuding politicians to stay the course on a […]

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UK Partners With DP World to Build Congo’s First Deep-Sea Port

Via Bloomberg, an article on plans to build the DRC’s first deep sea port: British International Investment to invest $35 million Commercial development to start soon at Congo’s port of Banana DP World and the British government’s development-finance arm will break ground on a deep-sea port in the Democratic Republic of Congo as the Emirate logistics […]

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Beijing to Bangkok Train Just a Few Links from Reality

Via Asia Times, a report on a Belt and Road Initiative-backed train connecting China to mainland Southeast Asia which is finally nearly done after years of delays and resistance: A Bangkok to Beijing train journey became one clickity-clack link closer with the completion by Thailand and Laos of a Mekong River railway bridge and tracks […]

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Flexing its Muscle, Turkey Is Spreading Its Influence in Africa

Via Bloomberg, a report on Turkey’s growing influence in Africa: Ankara to begin searching for oil off Somalia’s coastline Turkish drones have been sold to at least 11 African countries Turkey, seeking to extend its influence in Africa and strengthen energy security, will send the 86-meter long research vessel Oruc Reis to explore offshore oil […]

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Global Trade Needs a China Alternative. India Needs Better Ports.

Via the New York Times, a report on how efforts to build new ports and expand existing docks could determine whether India emerges as a legitimate option for global factory production: The Rishiri Galaxy, a Panamian-flagged tanker one and a half times the length of a football field, sat tethered to the dock on a […]

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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.