Archive for 2024

Washington Wants to Revive a Critical Minerals Mega-Railway Through Africa

Via Foreign Policy, an article on the Lobito Corridor: As geopolitical tensions electrify the global scramble for critical minerals—the raw materials that underpin advanced defense systems and clean energy technologies—the United States and China have been racing to expand their influence over the mineral market in Africa.  The world’s F-35 fighter jets, electric vehicle (EV) […]

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Pakistan Will Build Pipeline to Iran to Import Natural Gas

Courtesy of Bloomberg, a report that Pakistan plans to build a pipeline to Iran to import natural gas: Pipeline faced delays over Pakistan’s concerns of sanctions Pakistan says its needs to replenish dwindling supplies Pakistan is moving ahead to build a pipeline that will transport natural gas from Iran, a move it says is needed […]

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Data Center Investments Shift To Emerging Markets Amidst Regulatory Scrutiny and Energy Needs

Via Frontier Market News, a look at how data center investment is shifting to emerging markets amid regulatory scrutiny and rising energy needs: The boom in artificial intelligence use and investment is creating a surge of demand for data centers, the massive facilities which house and transmit the vast amounts of data needed to train […]

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American Investors’ Multi-Billion-Dollar Green Hydrogen and Ammonia Plant in Chile Seeks Approval

Via Hydrogen Insight, a report on a planned multi-billion-dollar green hydrogen and ammonia plant in Chile, which aims to draw on high solar power potential in the Atacama Desert to power cheap renewable NH3 production at the port city of Mejillones: A $2.5bn green hydrogen and ammonia project in northern Chile that will utilise solar […]

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Dirty Money Is Destroying Sudan

Via Foreign Affairs, commentary on how Middle Eastern countries whih see especially tempting opportunities to exploit Sudan’s natural resources, access its ports along the Red Sea, use it as a base to combat the Houthis in Yemen, quash pro-democracy efforts, and strengthen the hand of Islamist or anti-Islamist groups have become a major source of […]

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China To Build Kenya’s AFCON Stadium

Via NTV Kenya, news that Kenya has signed up China Road and Bridge Corporation to build a 60,000-seat stadium in Nairobi for Africa’s biggest sporting competition, the Africa Cup of Nations (AFCON). It comes ahead of AFCON 2027, which Kenya will host jointly with its neighbors Tanzania and Uganda. Kenya sports ministry The facility, set […]

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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.