Archive for June, 2025

How Myanmar Plays A Critical Role in China’s Rare Earth Dominance

Via CNBC, a look at how war-torn Myanmar plays a critical role in China’s rare earth dominance: Myanmar is one of the world’s largest suppliers of rare earth production, according to the U.S. Geological Survey. Experts say that most of those rare earths are sent to China, especially the less abundant heavy rare earth elements. […]

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South Sudan Visits UAE To Push for Investment

Via North Africa Post, a report on South Sudan’s Salva Kiir on visit to UAE amid regional tensions and push for investment: South Sudanese President Salva Kiir Mayardit started on Sunday, June 22, an official visit to the United Arab Emirates, seeking to bolster trade, attract investment, and strengthen bilateral ties. This marks Kiir’s second […]

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Africa Tightens Grip on Key Minerals

Via Semafor, a look at Africa’s tightening grip of key minerals: Governments across Africa have tightened their control of key minerals, the latest signs of a shift toward resource nationalism. DR Congo, the world’s top producer of cobalt — a key component in batteries and mobile phones — said it would halt exports of the mineral as it […]

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Namibia’s Plans To Build The World’s First Hydrogen Economy

Via MIT Technology Review, an article on how Namibia wants to build the world’s first hydrogen economy: On an afternoon in March in the middle of the world’s oldest desert, Johannes Michels looks out at an array of solar panels, the size of 40 football fields, that stretches toward a ridge of jagged peaks between […]

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China Has Influence Over Ports Across Latin America

Courtesy of The Financial Times, an article on a new Center for Strategic and International Studies report that found wider Chinese involvement in regional ports than previously reported: Chinese companies have built or operate 31 active ports in Latin America and the Caribbean, many more than previously thought, according to research by a Washington-based think-tank. […]

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Can the Gulf Buy Its Way To AI Supermacy?

Via Rest of World, a report on how Middle East nations have committed $2 trillion to artificial intelligence, computer chips, and defense, chasing tech supremacy that money alone may not guarantee: The UAE will add $200 billion to existing AI investments, including building the world’s largest AI campus outside the U.S. Saudi Arabia struck deals […]

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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.