Archive for 2024

Bolivia’s Tragedy Will End in Devaluation, Default and Chaos

Via Bloomberg, commentary on how South America’s once-successful socialist story has collapsed. Unfortunately, the worst is yet to come. The plea was dramatic: If Bolivia’s government didn’t help the aviation industry to face urgent dollar-payment demands from suppliers, the landlocked country could end up without flights and isolated. It was the latest dismal event in the […]

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U.S. Should Work With Philippines and Japan To Secure Its Nickel Supply

Via Nikkei Asia, a look at the potential for the US to work with Philippines to secure its nickel supply: The U.S. relies heavily on nickel imports to meet its long-term domestic needs, historically sourcing much of its supply from allies like Canada and Australia. While expanding domestic production and strengthening partnerships with these countries […]

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Experts: What Biden’s Trip to Angola Says about US Africa Policy, China, and More

Via The Atlantic Council, expert commentary on what Biden’s trip to Angola says about US Africa policy, China, and more: It’s a last minute trip that’s a long time coming. On December 2, US President Joe Biden will travel to Angola for what is likely the final foreign trip of his presidency. It’s also his […]

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The Influencer Chef Dividing Syria’s Diaspora

Via Foreign Policy, an article on Chef Omar who has popularized Damascene cuisine online and in his Istanbul restaurant. But is he linked to the Assad regime? In March, days before the start of the Islamic holy month of Ramadan, a line stretched for a block in Aksaray, a neighborhood that has been dubbed “Little […]

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Biden’s Long-Awaited Africa Trip Touts A Win Against China

Via Reuters, a report on President Biden’s long-awaited Africa trip: Biden’s trip delivers on a promise to visit the continent U.S. backed railway project to be a focus of the trip Railway project to open a path for mineral exports to Western nations Joe Biden sets off for Angola on Sunday on a trip that will […]

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Oman Firm Replaces Sanctioned Alrosa in Angolan Diamond Miner

Via Bloomberg, a report that an Omani firm has acquired shares in an Angolan diamond-mining venture: An Omani state-backed fund has acquired shares in Angola’s Catoca diamond-mining joint venture from Russia’s Alrosa PJSC. Maaden International Investment LLC’s stake purchase was announced by Mineral Resources Minister Diamantino Azevedo on Thursday. Alrosa, which held a 41% interest in the Catoca […]

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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.