Archive for 2024

Zambia Plans State Firm to Own 30% of Critical Minerals Mines

Courtesy of Bloomberg, a report on Zambia’s plan to establish a state-owned entity to own 30% of all critical mineral mines: Mining minister wants more benefits from energy transition African nation has ambitious goals for copper production Zambia plans to establish an investment company that will control at least 30% of critical minerals production from […]

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The World’s Coffee Mostly Comes From Two Countries. That’s a Problem

Via Bloomberg, a look at the consolidation of global coffee production in Brazil and Vietnam: Consolidation in Brazil, Vietnam poses risk in warming world Small producers from Cuba to Thailand could be key to future Coffee from Peru, Thailand and other smaller producers used to be a luxury for dedicated drinkers particular about their morning […]

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Africa, China, and the Race for Critical Minerals: A New Focus for FOCAC?

Courtesy of The Diplomat, an article on the potential of the upcoming Forum on China-Africa Cooperation to play a role in the global critical mineral race: As Beijing prepares for the 2024 Summit of the Forum on China-Africa Cooperation (FOCAC), scheduled to take place from September 4 to 6, there is a sense of anticipation […]

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‘Crumbling’: Libya’s Warring Factions Dig In For Fight Over Oil Profits

Via Middle East Eye, a report on deteriorating conditions in Libya: Libya’s oil production and exports plunged Thursday as warring political factions appear to be digging in for a feud over control of the war-ravaged country’s central bank and the petrodollars it holds.  The closure of oil fields and terminals across eastern Libya slashed the Opec […]

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U.S. Taps Tanzania For Infrastructure Plan In Battle With China For Minerals

Via The East African, an article on U.S. interest in Tanzania’s mineral sector: The US is roping Tanzania into the mooted Lobito Corridor project to tap the Kabanga nickel deposit, but with a wider focus on rivalry with China in areas where development will take place. The details emerged this week as Washington spoke of […]

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The Uruguayan Company Teaching People How To Turn Regular Cars Into EVs

Courtesy of Rest of World, an article on Organización Autolibre, the Uruguayan company that is teaching individuals and companies across 14 countries to retrofit vehicles: Turning gas-fueled cars into electric ones can be four times cheaper than buying a new EV. Retrofitting, as the practice is known, is gaining traction in Latin America. Citing safety […]

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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.