Archive for January, 2025

A Long-Term Bullish Look At The Middle East

Via NoahOpinion, bullish commentary on the Middle East: If you looked at Europe in the mid-1600s, you would probably think something along the lines of “Wow, these guys are not going to make it.” Even though the region was already seeing economic growth from colonialism and the expansion of global trade, much of it had […]

Read more »



Côte d’Ivoire: Fostering Economic Transformation and Adapting to Climate Change

Via IMF, commentary on Côte d’Ivoire’s economy: Côte d’Ivoire has become a pillar of growth and stability for the region, thanks to its impressive economic resilience and commitment to reform, but efforts to address certain challenges need to be maintained. The Ivoirien economy has performed strongly over the past decade, with GDP growth averaging 6.4 […]

Read more »



Saudi Arabia Vows To Be ‘Fast and Furious’ In Mining With $100B Investment

Via CNBC, a report on Saudi Arabia vows to be ‘fast and furious’ in mining as it reveals $100 billion investment: Saudi Arabia last year increased the valuation of its unexploited mineral resources from $1.3 trillion to $2.5 trillion, boosted by the discovery of rare earth elements and metals. The kingdom on Wednesday announced a new mineral […]

Read more »



China in Pakistan’s Power Sector: The Hidden Costs Behind Pakistan’s Energy Overcapacity

Via The Diplomat, a look at how contracts with Chinese power producers have left Pakistan footing a massive bill for inefficient supply – all while electricity shortfalls continue: According to the Economic Survey (2023-24), Pakistan’s power production capacity stands at 42,131 MW – almost double its domestic electricity demand. Yet Pakistan remains the only South […]

Read more »



Sahel Vacuum Provides Opportunities For China

Via VOA, a report on how the Sahel vacuum provides opportunities for China: Stretching from the Atlantic Ocean to the Red Sea, Africa’s Sahel region is experiencing security problems and surging anti-Western sentiment that could prove an opportunity for China, analysts say. China’s top diplomat was in the volatile Sahel last week as a part […]

Read more »



PGI’s Lobito Corridor Rail Network to Unlock African Copper Belt

Via Fast Markets, an article on how Africa’s first transcontinental rail network, known as the Lobito Corridor, which aims to eventually connect almost the entire regional copper-cobalt belt with additional links across sub-Saharan Africa, is on track to break ground early in 2026: The project will link Angola and Zambia by rail for the first […]

Read more »


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.