Archive for 2025

China, America, and the Great Railway Race in Africa 

Via The Diplomat, a look at how China and the United States are engaged in a battle for access, resources, and influence along railways in Tanzania, Zambia, Angola, and the DRC, echoing trends from the colonial era. The Mukuba Express had been motionless for eight hours, stopped in a small village about 50 miles west […]

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Will Lithium Be Mali’s New Goose That Lays The Golden Egg?

Via The Africa Report, a look at Mali’s lithium sector: Mali has just launched West Africa’s first two lithium mines, a sector the government is betting on despite falling prices. On 15 December, Mali’s junta leader Assimi Goïta attended the opening of the Goulamina mine, where Chinese firm Ganfeng Lithium aims to produce 500,000 tonnes […]

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The Age of Metals Diplomacy: Critical Minerals Take Center Stage In Global Politics

Via Reuters, commentary on how critical minerals are taking centre stage in world politics: Ukrainian President Volodymyr Zelenskiy is set to meet with U.S. President Donald Trump today to sign a critical minerals deal as a way of securing continued U.S. backing in the war against Russia. It initially started as a rare earths deal […]

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Congo Courts Trump for Strategic Minerals Tie-Up as War Looms

Via Bloomberg, a report that The Democratic Republic of Congo has offered the US exclusive access to critical minerals and infrastructure projects in exchange for security assistance as it battles a rebellion backed by neighboring Rwanda: The Democratic Republic of Congo has offered the US exclusive access to critical minerals and infrastructure projects in exchange […]

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After Trump Applies Pressure, Wall Street Giant Moves Into Panama

Courtesy of the New York Times, a report that an investor group led by BlackRock will acquire two ports near the Panama Canal that are owned by CK Hutchison and have been the subject of a dispute between President Trump and Panama: President Trump had been hammering Panama for weeks over its most valuable asset, […]

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The First Test for Syria’s Transition Will Be the Economy

Via World Politics Review, a report on Syria’s economic challenges ahead: Shoppers have long been coming to the Al-Hamidiyah market in central Damascus to purchase everything from clothes and home appliances to spices and even gold. In and around the Ottoman-era structure can be found links to Syria’s and the broader region’s history. The metal […]

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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.