Green Gold Is Getting More Precious in Wartime; Spurring South African Farmers to Boost Output
April 24th, 2026
Via Bloomberg, a report on the Iran conflict is disrupting pistachio supplies globally: South African farming group Karoo Pistachios is ramping up output to capitalize on surging prices and compete with the world’s biggest producers. The conflict in Iran, the world’s second-largest grower, disrupts supplies in an already constrained market, with prices climbing to the […]
Read more »A Building Boom Is Changing the Face of Egypt
April 21st, 2026
Via Bloomberg, a look at a futuristic $27 billion city which is the latest bid to extend and reimagine greater Cairo: Egypt, which saw its first building boom more than 4,000 years ago, is seeing a fresh flurry of construction. The North African nation that’s home to the Pyramids of Giza saw the announcement of […]
Read more »Project Vault to Lobito Corridor: Inside Trump’s Deals to Secure Africa’s Critical Minerals
April 20th, 2026
Via The Africa Report, a look at the race for strategic minerals is intensifying, particularly in DRC and Central Africa’s Copperbelt. Trump’s strategy seeks to curb US reliance on Chinese supplies – as this infographic analysis explains: Direct and aggressive – the strategy deployed by the Donald Trump administration to secure US access to critical minerals […]
Read more »Pakistan’s Mineral Frontier and the Geopolitics of US Supply Chain Diversification
April 19th, 2026
Via the Fair Observer, commentary on the global race for critical minerals is accelerating as the US seeks to reduce reliance on China, positioning Pakistan as a potential diversification partner despite security risks. Rich deposits like Reko Diq offer opportunity, but instability constrains investment, leaving Washington to balance engagement with risk against continued dependence on […]
Read more »The Uncertain Future of the China-Myanmar Economic Corridor
April 19th, 2026
Via The Diplomat, a report on how – despite the swearing-in of a new “civilian” government – progress on the project is likely to remain sluggish: With Myanmar’s now-former military chief Min Aung Hlaing having taken up the country’s presidency in civilian garb following a bogus election, this is an opportune moment to examine whether […]
Read more »China Was Once Buying Up Sri Lankan Ports. Now It’s India’s Turn.
April 19th, 2026
Courtesy of The Diplomat, a look at how the Indian Ocean has no shortage of distressed strategic assets: financially stressed yards, ports, and logistics infrastructure in small states that cannot sustain them independently. Nearly 20 years after China stirred fears about “debt trap diplomacy” with its construction and takeover of the Hambantota Port in Sri […]
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.