Archive for November, 2024

Why Did Iraq Suspend a $10 Billion Deal With China?

Via The Diplomat, a look at how the decision to stall a massive oil-for-infrastructure agreement marks a turning point in Middle East power dynamics: In a significant geopolitical development, Iraq’s $10 billion oil-for-infrastructure agreement with China has effectively stalled. The ambitious project, initially established under Beijing’s Belt and Road Initiative in 2019, had positioned Iraq as […]

Read more »



A Miami Financier Is Quietly Trying to Buy Nord Stream 2 Gas Pipeline

Via the Wall Street Journal, a report on Stephen P. Lynch, a U.S. investor who says a deal for the Russian pipeline would serve long-term U.S. interests: An American investor with a history of dealmaking in Russia has asked the U.S. government to allow him to bid on the sabotaged Nord Stream Pipeline 2 if […]

Read more »



Central Asia Investing in Itself

Courtesy of The Diplomat, a look at how – while foreign investment has long been a focus for Central Asia – regional countries are now increasingly investing within the region itself: Uzbek President Shavkat Mirziyoyev’s visit to Astana in August 2024 marked the inaugural meeting of the Supreme Interstate Council of Kazakhstan and Uzbekistan. As both […]

Read more »



A New Corporate Playbook for Navigating Political Uncertainty in Latin America

Via Harvard Business Review, commentary on how companies operating in Latin America and the Caribbean are facing a dynamic and increasingly complex political landscape: In October 2023, First Quantum, operator of one of the world’s largest open-pit copper mines, suffered a major setback as it tried to negotiate a new contract with the government of […]

Read more »



Kiirdom: The Sprawling Corporate Kingdom of South Sudan’s First Family

Via The Sentry, a report on South Sudan’s Kiir family’s secret business empire: Today, The Sentry published a massive trove of data exposing the control by the family of South Sudan President Salva Kiir over a secret business empire. “Kiirdom: The Sprawling Corporate Kingdom of South Sudan’s First Family,” provides a deep dive into the […]

Read more »



Grab Built Its Own Map in Southeast Asia, and Is Now Going After Google  

Via Rest of World, a look at how Grab – the Asian super app – uses its own drivers and cameras to create hyperlocal maps in eight countries: Grab began mapping locations because Google Maps and Here were inadequate for its drivers’ needs. It has trained drivers to use its own cameras to map streets […]

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.