Archive for July, 2025

Gaza 2035: Free Trade Zone or Geoeconomic Imaginary?

Via Chartbook, commentary on what the author terms is the surreal geoeconomic imaginary of Netanyahu’s “economic peace” in the Middle East: I have to admit, when I first saw the image, I thought it must be a hoax. Source: Archpaper & PM Office of Israel Skyscrapers, solar power plants, container ships, oil rigs off shore – […]

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Brazil and China Study South American Transcontinental Railway Project

Via South China Morning Post, a report that Brazil and China agreed on Monday to study the feasibility of a transcontinental railway that could reshape South America’s trade routes by connecting Brazil’s Atlantic Ocean coast to Peru’s Pacific Ocean port of Chancay: Brazil and China agreed on Monday to study the feasibility of a transcontinental […]

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Donald Trump’s Approach to Africa is Very, Well, African

Via The Economist, commentary on what a meeting with five leaders says about the Trump administration’s interest in the continent: It IS EASY to make a case that Donald Trump cares little about Africa. On July 1st he closed the United States Agency for International Development (USAID), absorbing an institution that spent 40% of its budget […]

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China Snaps Up Mines Around The World In Rush To Secure Resources

Courtesy of The Financial Times, a look at China’s efforts to secure mineral resources worldwide: Chinese mining acquisitions overseas have hit their highest level in more than a decade as companies race to secure the raw materials that underpin the global economy in the face of mounting geopolitical tension. There were 10 deals worth more […]

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Qatari Firms Pour Billions Into Syria’s Postwar Economy

Via Semafor, a report on Qatar’s investment interest in Syria: Qatar’s longtime support for Syria’s rebels is now translating into business deals. The latest is Baladna — the food and beverage firm I helped make famous after scooping their plan to fly cows to Doha during the 2017 embargo — which plans to invest $250 million in […]

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The Salvadoran Beach Town that Became a Bitcoin Testbed

Via BBC, a report on the Salvadoran beach town that became a Bitcoin testbed In 2019, a grassroots crypto project in El Salvador aimed to create the world’s first Bitcoin-based local economy. It inspired national policy, sparked global attention and changed the lives of young locals. Today, in the quiet surf town of El Zonte […]

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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.