Archive for 2026

North Korea and China Open Their Biggest Border Bridge

Courtesy of the New York Times, a look at the long-delayed opening of the New Yalu River Bridge which comes as the two countries expand trade despite international sanctions imposed on North Korea: North Korea and China on Thursday opened the New Yalu River Bridge, the largest border crossing between the two countries, a sign […]

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Peru Governor Touts Chinese Interest in Deep-Water Port Pitched as Chancay Alternative

Via South China Morning Post, a report on a deep water port project – the US$844 million Corio terminal in Arequipa which has yet to secure an investor or operator: A planned US$844 million port in southern Peru has drawn interest from several foreign investors, including Chinese companies, a regional governor said on Monday, as […]

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A Copper Mine Led to a Civil War. Can Reopening It Fund a New Nation?

Courtesy of the New York Times, a look at how rising demand for copper has fueled interest in Bougainville’s Panguna mine, which has been shut for four decades. Yet some fear a rush to reopen risks return to violence. The years had covered the skeletal structures of the abandoned mine with rust, filling its shafts […]

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Afghan Road to China Tests Pakistan’s Power and Leverage

Via The Asia Times, a report on how the Wakhan Corridor may give China new route through Afghanistan bypassing Pakistan, as CPEC security failures prompt a Beijing rethink: China is increasingly trying to diversify its connections to the region as Pakistan’s actions in Afghanistan create new security and strategic problems for Beijing. The opening of […]

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Is Assab Port the real prize in the looming Ethiopia-Eritrea war?

Via The Africa Report, a look at the growing tension between Ethiopia and Eritrea: Addis Ababa reportedly threatened a military counteroffensive nearly a week before the latest accounts of Eritrean troops entering northern Ethiopia, raising fears of another war between the neighbours. Eritrean forces reportedly crossed into Tigray from Zelambesa, advancing towards Adigrat on Tuesday, […]

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Abu Dhabi Energizes its Investments in China with a Jolt of Coffee

Via CNN, a look at Abu Dhabi’s recent investment in Luckin: One billion dollars is a lot to pay for a morning brew, but that’s what Abu Dhabi spent in September for a minority stake in Luckin Coffee, the Chinese chain with more than 36,000 global stores that built an empire on cheap drinks, relentless […]

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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.