China’s Massive African Mine Threatens to Upend Iron Ore Market
November 5th, 2025
Via Bloomberg, commentary on how the size and richness of the Simandou deposit in Guinea could shift the industry’s power dynamics and help transform the nation’s economy: In April 1998, a young geologist and his team set out from the village of Moribadou and trekked for six hours through the Guinea Highlands, a densely forested […]
Read more »Africa Eyes Critical Minerals Boom, But Can It Turn Resources into Real Wealth?
November 5th, 2025
Via Modern Diplomacy, a look at how – as the global race for critical minerals intensifies – African countries are positioning themselves to move beyond exporting raw materials and instead build domestic industries around refining and manufacturing: As the global race for critical minerals intensifies, African countries are positioning themselves to move beyond exporting raw […]
Read more »Egypt and Eritrea Close Ranks Over Ethiopia’s Red Sea Push
November 3rd, 2025
Via The Africa Report, a look at how Egypt and Eritrea are closing ranks over Ethiopia’s Red Sea push: Addis Ababa’s renewed bid for maritime access is reshaping alliances across the Horn, pushing Cairo and Asmara into rare strategic alignment. When Egyptian President Abdel Fattah al-Sisi welcomed Eritrean President Isaias Afwerki to Cairo this week, […]
Read more »The Optimist’s Case for Mexico
November 2nd, 2025
Via Bloomberg, commentary on Mexico: David Arana always had a thing for numbers. That passion took him to MIT to study mathematics and later to New York, where he traded credit derivatives for Deutsche Bank AG. In 2013, after returning to Mexico, he co-founded Konfío, a start-up seeking to disrupt a market long ignored by the country’s […]
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.