Archive for 2024

Can An Egypt-Led Alliance Block Ethiopia’s Efforts To Secure Sea Access?

Via the Addis Standard, commentary on the potential for an Egypt-led alliance stand in Ethiopia’s way of securing access to the sea: For scholars in the field of political science and international relations, the international realm is basically the realm of balance of power, where states continuously struggle for much power and sustainable peace. The […]

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The Big Numbers India Needs to Hit 2047 Economic Target

Via The Diplomat, a report on the ambitious economic goals Indian President Modi has set out and the narrow window of opportunity for India to get rich before getting old: When India’s prime minister Narendra Modi addressed the nation on Independence Day, August 15,  he outlined an ambitious vision of “Viksit Bharat“ meaning “developed India.” The deadline […]

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Scramble for Critical Minerals Spurs an African Rail Revival

Courtesy of Bloomberg, another look at the critical mineral-enabled interest in African rail lines: Central African copperbelt forms heart of the logistics plans Years of neglect caused a $10 billion maintenance backlog Southern Africa’s railways are suddenly getting global attention and attracting billions of dollars in investment, with a race to secure copper supplies needed […]

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Afghanistan Announces Mining Deals Worth Over $1 Billion with Uzbekistan

Via Ariana News, a report on recent agreements between Afghanistan and Uzbekistan: The Islamic Emirate of Afghanistan (IEA) has signed five mining agreements with Uzbekistan worth $1.15 billion. These were among 35 agreements and memorandums of understanding signed recently with Uzbekistan – MoUs worth $2.5 billion. The deals in the mining sector include the geological […]

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Hezbollah’s Shadow Bank and Lebanon’s Disaster Capitalism

Courtesy of Adam Tooze, commentary on Lebanon’s economic crisis: As the world weighs the horrifying scenario of a “big war” in the Middle East and the likely impact on the world economy, starting with the oil price, spare a thought for the people in the eye of the storm. Think particularly of the millions in […]

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Africa’s Copperbelt and the Atlantic

Via Geopolitical Futures, a quick summary of the Lobito Corridor, whose success depends on financing: The Lobito Corridor is a planned 1,850-km (1,150-mile) railway connecting the Democratic Republic of Congo to the Atlantic Ocean via Angola’s Port of Lobito, with an additional 500 km extension linking Zambia to the main route. Announced in September 2023, […]

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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.