Archive for 2025

Rare Earth In Myanmar: Economic Opportunity Or Environmental Costs?

Via Eurasia Review, a look at Myanmar’s rare earth mining industry: Myanmar’s rare earth mining industry sits at the intersection of short-term opportunity, environmental degradation, and geopolitical conflict, shaping the future of local communities and global rare earth supply chains. Key takeaways Some local communities stand to gain economically from rare earth mining, which generates […]

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Gabon’s Junta Gets Direct Access to $620 Million Timber Industry

Via Bloomberg, a report on Gabon’s timber industry: Timber accounts for about 3.2% of gross domestic product Junta to control 600,000 hectares of forest after the takeover The junta in Gabon, the world’s second-most forested nation, has taken full control of the nation’s timber company, giving it direct access to a $620 million industry. The […]

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Brazilian Miner Boosts Rare Earths Output in Challenge to China’s Grip

Via Bloomberg, a look at a growing Brazilian rare earth mining company: Serra Verde mulls partnerships to expand through supply chain Executive expects annual output to reach 5,000 tons in 2026 Brazilian miner Serra Verde Group is boosting production of rare earth metals at a time of growing trade friction between the US and China, […]

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Drugs, Scams and Sin: Myanmar’s War Has Made It the Global Crime Capital

Courtesy of the New York Times, a look at how Myanmar has become a magnet for criminal syndicates, particularly from China, destabilizing law enforcement across much of Asia: The flower fields stretch out from the mountain village along most every road — fluttering patchworks of white and pink and purple. The beauty in this corner […]

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Exploring Africa’s New Energy Frontiers: 5 Markets to Watch

Via Energy, Capital and Power, a report on five (5) promising African energy markets: Africa’s energy landscape is rapidly evolving, with several markets emerging as key frontiers for oil, gas, and renewable energy development. In 2024, intensified cooperation with global partners drove significant advancements, positioning these nations as pivotal players in shaping the continent’s energy […]

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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.