Archive for 2024

Partnering with Middle Eastern Countries to Boost U.S. Minerals Security

Via the Center for Strategic & International Studies, commentary on the need for the U.S. to partner with GCC companies to boost mineral security: Over the last four years, the Biden administration has rolled out a series of legislation to reduce its reliance on China for various supply chains. This includes the Inflation Reduction Act […]

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Ex-BP Executive Gets Go Ahead for Biggest African Mangrove Project

Via Bloomberg, an article on a significant new mangrove project in Mozambique: A company founded and controlled by a former BP Plc executive has won a license to restore and protect mangrove forests in Mozambique, Africa’s biggest such project yet. The United Arab Emirates-based Blue Forest plans to start planting 200 million mangrove trees in […]

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Cooling Off: Hotpot Companies are Losing Steam as China Consumers Wilt

Courtesy of The Financial Times, an article on Chinese hotpot companies and their growing focus on international market to make up for weak Chinese domestic demand: Chinese hotpot meals are social events with diners sharing a steaming pot of soup. These restaurants were understandably hit hard during the pandemic due to social-distancing requirements. Now they […]

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Angola Looks To Cement Washington Ties As Host of 2025 US?Africa Business Summit

Via The Africa Report, an article on Angola’s desire to cement its Washington ties by hosting the 2025 US?Africa Business Summit: Angola is in talks to host the largest American business gathering in Africa as President João Lourenço seeks to deepen ties with the US and draw global attention to his country in 2025. President João […]

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DR Congo Could Defuse China’s EV Battery Dominance

Via The Asia Times, an article on the DRC’s potential – given that it produces 70% of world’s cobalt – to charge or unplug China’s battery supply chains: The mineral-rich Democratic Republic of the Congo (DRC) is often portrayed as a victim of exploitation by China, the US and Europe in their competition for its […]

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The Investors Punting On A Ukraine Economic Renaissance

Via The Asia Times, an article examining the investors looking for a Ukraine economic renaissance, a group which includes Italy’s Fincantieri (way with Odesa port plan) while Wall Street giants Blackstone, Carlyle and KKR all angling for pieces of Ukraine’s action Fincantieri—Europe’s largest shipbuilder, based in Italy’s Trieste—is quietly working to transform defunct Ukraine government-owned […]

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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.