Archive for February, 2025

The China-Myanmar Economic Corridor and the Limits of China’s BRI Agency

Via The Diplomat, a report on how CMEC and other Chinese business activities in Myanmar show how exposed China is to escalating conflict risks, and offer insight to the role it is playing in the ongoing civil war: Since the 2021 military coup in Myanmar, the country has experienced a resurgence of political violence. Fighting […]

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Kenya Turns To UAE For Railway Funds After China Cut Financing

Via Reuters, a report on Kenya’s decision to approach UAE for railway funding after China cut financing: Both sides to carry out feasibility study, Ruto says Kenya also finalising loan with UAE for budget support UAE says Kenya a gateway to East Africa Kenya has started discussions with the United Arab Emirates to secure financing […]

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Tax Hikes and Tension: Battle Over West Africa’s Mining Wealth

Via The Africa Report, a look at how – across the West African Economic and Monetary Union – governments are tightening mining regulations to boost revenue for development. But as Côte d’Ivoire, Mali and Burkina Faso push reforms, investor confidence and regulatory stability are at risk. Fiscal and legislative reforms are sweeping through the mining […]

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How China Aligned Itself with Saudi Arabia’s Vision 2030

Via the Carnegie Endowment, commentary on how China has aligned its cooperation model with Saudi Arabia’s own priorities, most notably since the kingdom unveiled its Vision 2030. Although China announced the Belt and Road Initiative in 2013, the big push in relations happened only after the ascendance of King Salman to the throne in 2015 […]

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Saudi State Mining Giant Steps Up Search for Copper

Via Semafor, a report on Saudi Arabia’s mining giant steps up search for copper: Saudi Arabia’s state mining giant is ramping up its domestic search for copper — a key ingredient for the energy transition — soon after announcing plans to explore the country for lithium, the company’s chief executive told Semafor. Ma’aden, officially known […]

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Uzbekistan: The Next Critical Minerals Hub?

Via Global Trade Review, an article on how Uzbekistan which has an abundance of high-value commodities – minerals and metals – that will be vital to the energy transition. Could this resource-rich, landlocked country become a key supply source for the US and Europe? Uzbekistan, one of Central Asia’s largest economies, was for many years […]

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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.