Airtel, Orange, MTN: Who will lead Africa’s mobile internet race?
February 22nd, 2025
Via The Africa Report, a look at Africa’s mobile internet market: With a penetration rate of nearly 30%, the continent represents a rapidly growing market where competition is as fierce as the prospects are promising. We offer a comprehensive analysis in infographics. It is a colossal market that is constantly expanding. With a reach of […]
Read more »Nepal Took a Risk on a $500 Million U.S. Grant. It May Now Regret It.
February 22nd, 2025
Via the New York Times, a look at how President Trump’s freezing of foreign aid provides an opening for China to portray America as an unreliable partner. Nepal, the small Himalayan nation bordering China, was negotiating with Beijing over a major injection of infrastructure financing when the United States stepped in with a lucrative offer. […]
Read more »The Ukrainian Minerals In Donald Trump’s Sights
February 18th, 2025
Courtesy of The Financial Times, a report on the the estimated deposits of lithium, titanium and rare earths such as scandium in the Ukraine that have caught the eye of President Trump: Donald Trump’s “minerals-for-aid” offer to Ukraine last week has put the spotlight on the country’s vast and rare mineral resources, to which Washington […]
Read more »Trump Aid Freeze Risks $1 Billion African Minerals Project
February 18th, 2025
Via Bloomberg, an article on how an expansion of the US’s biggest strategic critical-minerals project in Africa is at risk: A billion-dollar expansion of the biggest US strategic critical-minerals project in Africa faces delays because of the Trump administration’s sweeping foreign-aid freeze, providing a potential opening for rivals like China. The Lobito corridor railway project […]
Read more »China Digs Deep On Mineral Security As Battle For Resources With U.S. Intensifies
February 18th, 2025
Via South China Morning Post, a report on how rare earths and critical minerals with economic and tech value are prioritised in Beijing’s plans to maintain dominance over global supplies: Having already reported a significant increase in mineral reserves that serve to enhance its self-sufficiency, China is digging deeper with plans to enhance support for […]
Read more »The Nickel-based Industrial Paradox: Indonesian Resources, Chinese Profits
February 18th, 2025
Via The Diplomat, commentary on whether Jakarta’s industrial incentives reflect misaligned priorities? Indonesia’s nickel downstreaming is one of the most debated industrial policies in the world today. With strong backing from Tsingshan Holding Group and Jiangsu Delong Nickel Industry Co Ltd, two major Chinese steel manufacturers, the Indonesian government has pursued an ambitious nickel-based industrial strategy, often […]
Read more »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.