Archive for February, 2025

Can Critical Minerals Redefine Pakistan-US Relations?

Via The Diplomat, a look at how Islamabad’s bet on critical minerals could work, but only if it navigates the complex web of geopolitical and domestic obstacles with resolve: Pakistan and the United States, long bound by a security-centric relationship, may be on the cusp of a transformation as Islamabad explores proposals to attract the […]

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Cook Islands’ ‘Strategic’ Deal with China Angers New Zealand

Via The Financial Times, an article on China’s recent agreement with the south Pacific archipelago that deepens concerns about Beijing’s influence in region: The Cook Islands will this week sign a strategic agreement with China, in a move that has rattled the south Pacific country’s traditional partner New Zealand and deepened concerns about Beijing’s influence […]

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Chinese Cement Firms Challenge Dangote and PPC for Slice of African Market

Via The Africa Report, an article on how Chinese cement firms are challenging Dangote and PPC for slice of the African market: With demand shrinking at home, Chinese cement giants, including West China Cement and Huaxin, are aggressively expanding into Africa. Plagued by headwinds at home, several cement makers in China – the world’s largest […]

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Costa Rica Leads Latin America’s Green Energy Revolution

Via Tico Times, a look at Costa Rica’s green energy revolution: In a groundbreaking achievement, Costa Rica has cemented its position as Latin America’s renewable energy champion, with an astounding 98% of its electricity generated from clean sources over the past five years. This remarkable feat, highlighted in CAF’s Economy and Development Report (RED) 2024, […]

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East Timor Favors Australia Over Chinese Firms On Major Gas Project

Via Reuters, a report on East Timor’s preference to work with Australian vs. Chinese hydrocarbon firms on a major gas project: Stalled Greater Sunrise key for boosting East Timor revenue Woodside says talks on processing options ongoing, no final decision made East Timor president expects nation to join ASEAN this year Country has issued gold […]

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DRC-Rwanda: Rubaya Coltan Mine at the Heart of M23 Financing

Courtesy of The Africa Report, a look at how a coltan mine is integral to M23 funding: In April 2024, Rwandan-backed armed group M23 seized one of the world’s most productive coltan concessions, in eastern Democratic Republic of Congo. Since then, a UN report estimates that 120 tonnes of the precious mineral are mined every […]

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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.