Archive for 2024

China Signs Deal to Revamp Mao-Era Southern African Railway

Via Bloomberg, an article on China’s agreement to revamp a railway linking Zambia with Tanzania: Line links copper-rich Zambia with Tanzania’s main ocean port China’s move follows US support for rail link going to Angola China signed an agreement Wednesday to revamp a railway that will help landlocked Zambia, Africa’s second-largest copper producer, export the […]

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China Woos Africa, Casting Itself as Global South’s Defender

Courtesy of the New York Times, a report on the more than 50 African leaders that have gathered in Beijing for a summit aimed at projecting the influence of China’s leader, Xi Jinping, in the developing world: African flags have been flown over Tiananmen Square. Leaders of African nations have been greeted by dancers, honor […]

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As Shell and ExxonMobil Sell Onshore Assets, Are Africa’s Indigenous Producers Ready?

Via The Africa Report, a look at whether – as Shell and ExxonMobil sell onshore assets – Africa’s indigenous producers are ready? As oil majors shift focus to deep offshore exploration in Africa, local producers face rising costs and complex challenges in a rapidly evolving industry landscape. A long-term shift by oil majors towards deep […]

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Next BRICS Expansion Could Include Turkey, Algeria, Indonesia, Nigeria

Via Arabian Business, a report on the next BRICS expansion could include Turkey, Algeria, Indonesia, Nigeria but major rifts remain: In a major geopolitical development earlier this year, BRICS cemented its rise as a potential counterweight to Western-led groups like the G7 with the addition of Saudi, UAE, Iran, Ethiopia, and Egypt Since the one-tightknit […]

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Malaysia’s Homegrown Car Brands Drive To Compete with Tesla and BYD

Via Rest of World, an article on how Malaysia’s Proton and Perodua car brandsare betting on low prices and an emotional connection with Malaysia’s drivers to compete with BYD and Tesla: Proton and Perodua make up about two-thirds of the Malaysian car market. The two national brands are launching affordable EVs to drive conversions. Ending […]

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Chinese Oil Operator Mulls Alternative Pipeline With South Sudan

Via Bloomberg, a report on discussions between South Sudan and China National Petroleum Corporation about a new pipeline: Substitute pipeline could traverse Ethiopia and Djibouti South Sudanese leader met China National Petroleum’s chairman South Sudan and China National Petroleum Corp. are considering establishing a substitute crude pipeline as over-reliance on the existing conduit curtails exports. […]

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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.