Archive for 2024

Africa’s Petrostates: Missing Out On Oil Boom

Courtesy of The Financial Times, commentary on those African petrostates are missing out on the oil boom — and why it matters because these countries need to finance their energy transitions: Angola’s dramatic exit from the oil cartel Opec+ late last year was interpreted as a historic pivot to the west. The less understood but […]

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Tracking China’s Control of Overseas Ports

Via Council on Foreign Relations, analysis of China’s growing maritime influence via investments in strategic overseas ports: This interactive map tracks China’s growing maritime influence through investments in strategic overseas ports. Users can plot the location of each port and view satellite images alongside detailed information on the share of Chinese ownership, the total amount […]

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The Young and the Westless

Via Foreign Policy, commentary on how new centers of power are emerging as a new generation in the global south looks beyond Washington and former European colonizers (adapted from Westlessness: The Great Global Rebalancing by Samir Puri (Hodder & Stoughton, 448 pp., €28.99, July 2024): They came from different sides of the world and were meeting […]

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China Conquers Mexico’s Automotive Market, and the US Is Worried

Via Wired, a look at how – led by the automaker BYD – China has established itself as the main car supplier in Mexico: China has positioned itself as the main car supplier in Mexico, with exports reaching $4.6 billion in 2023, according to data from Mexico’s Secretariat of Economy. The Chinese automaker BYD surpassed Honda […]

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Can Cooperation Solve Cambodia’s Canal Conundrum?

Via East Asia Forum, commentary on tensions surrounding Cambodia’s Funan Techo Canal which is backed by China: Cambodia’s US$1.7 billion Funan Techo Canal, backed by China, aims to reshape regional logistics and reduce reliance on Vietnam’s maritime routes. While the Belt and Road Initiative-backed project promises enhanced connectivity, it has raised security concerns about its […]

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Growing but Limited: Iranian Economic Relations with China

Via Israel’s Institute for National Security Studies, analysis of the growing dependence of the Iranian economy on China: The tightening of relations between China and Iran is considered one of the main factors preventing the collapse of Iran’s economy, which has been subject to sanctions since the United States withdrew from the nuclear agreement 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.