Archive for November, 2024

What A Shuttered Quarry Says About Mexico’s Investment Climate

Courtesy of The Financial Times, a report on how the forced closure of a US-owned site in Yucatán says about Mexico’s investment climate: The closure of a large US-owned limestone quarry in Mexico has jolted investors and the world’s largest bilateral trade relationship, in a case seen as a thermometer for the political and legal […]

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Resolute Faces $160 Million Demand From Mali as CEO Detained

Via Bloomberg, an article on Resolute Mining’s crisis in Mali: Holohan and two colleagues have been held since late last week Government wants mining firms to renegotiate economic terms Mali is demanding Australia’s Resolute Mining Ltd. pay about $160 million to resolve a tax dispute after the government detained the gold producer’s chief executive, according to people […]

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World Fears a Wider Trade War. Malaysia Sees an Opportunity.

Via the New York Times, a report on how – with Donald J. Trump promising tariffs – Malaysia hopes a deal with Singapore for greater economic integration will strengthen its role as a China alternative: During his first term as president, when Donald J. Trump started a tariff war to pit the United States against […]

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Vietnam’s Booming Korea Towns

Via Nikkei Asia, an interesting look at Vietnam’s booming Korea Towns: Peter Jung’s very niche enterprise would have been unimaginable just a short time ago in Ho Chi Minh City. Last year he opened Fill It, a high-end clinic specializing in scalp micropigmentation, a treatment for hair loss, serving the city’s South Korean population. “Of […]

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The Belt and Road Isn’t Dead. It’s Evolving.

Courtesy of Foreign Policy, a look at China’s evolving BRI in Latin America, where China is saying goodbye to big bets and bridges in favor of a new approach: Chinese President Xi Jinping visits Peru this week for the Asia-Pacific Economic Cooperation (APEC) summit, during which he will inaugurate the deep-water port of Chancay, about […]

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Why The Africa Energy Bank Is A Bad Idea

Via African Arguments, commentary on the planned Africa Energy Bank, a $5B oil bank set to be launched by a coalition of African oil producers: At COP29, the UN Secretary General Antonio Gutteres said doubling down on fossil fuels would be “absurd”. The proposed Africa Energy Bank would do just that. Credit: Stakeholder Democracy. In […]

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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.