Archive for 2026

Why the West Keeps Losing Critical Mineral Assets to China

Via the Center for Strategic and International Studies, commentary on why the West keeps losing critical mineral assets to China: The contest for critical minerals is increasingly being won or lost long before a mine enters production. Around the world, ownership of strategically significant mineral deposits is changing hands, and Chinese firms are acquiring an […]

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2026 Rankings: The 20 Best-Performing Countries in Africa

Via The Africa Report, a look at the performance of Africa’s top 20 countries, measured on criteria including governance, influence and innovation. Here are the first takeaways from the top five: South Africa, Mauritius, Namibia, Morocco and Nigeria. South Africa retains its crown. Despite some internal weaknesses, the rainbow nation remains firmly at the top of […]

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Hot Property: Niger ‘Nationalized’ its Uranium, but It Can’t Find a Buyer

Courtesy of The Africa Report, a report on how international arbitration orders, the elimination of Iran as a potential customer and a regional border closure have left Niamey with a stockpile of yellowcake and nowhere to send it: “A dignified Niger is bringing its production to the international market.” On 30 November 2025, Niger’s public […]

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How Morocco Stole South Africa’s Industrial Crown

Via The Africa Report, a look at how – from aerospace to car manufacturing – 20 years of targeted industrial policy have made Morocco the African Development Bank’s top-ranked economy on the continent – as Eskom and Transnet hollow out South Africa’s industrial base: After holding the top spot for 15 years, South Africa has relinquished its […]

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Central Asia Accessing Pakistani Sea Ports that Bypass Afghanistan 

Via Jamestown, a report on how Central Asia is bypassing Afghanistan as a primary transit gateway to the sea: Executive Summary: Kyrgyzstan’s Ministry of Transport and Communications announced the successful implementation of a pilot transport project on the Kyrgyzstan–China–Pakistan route on April 24. The new 2,000-mile route through the People’s Republic of China (PRC) is […]

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The $50B Thirst: Africa’s Beverage Market Enters A New Corporate Era

Via The Africa Report, a look at how – with brewing remaining the undisputed engine of profitability – strategic retreats by select global players signal a structural shift towards hyper-local competition and sophisticated distribution networks: From beer to soft drinks, corporate manoeuvres and major announcements are multiplying across Africa. Driven by the retreat of certain international […]

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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.