Author Archive

China Moves To Reopen Economic Ties With Libya, 13 Years After Suspending Trade

Via South China Morning Post, a report on how Beijing and Tripoli are rebuilding ties after China pulled investors out in 2011: Before the 2011 revolution that toppled Muammar Gaddafi and led to a bloody civil war in Libya, China had vast interests in the oil-rich North African nation. At the time, 75 Chinese companies controlled 50 large projects […]

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How Russia Is Using Nuclear Power To Win Global Influence

Courtesy of The Financial Times, a report on how Russia is using nuclear power to win global influence: Rooppur in Bangladesh’s far west may seem an unlikely place for a Little Russia. Yet in this enclave, shop signs are written in Russian, Bengali vegetable vendors haggle over “kartoshka” (potatoes) and “morkov” (carrots), and Russian expats […]

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Myanmar Revives Stalled Infrastructure Projects with China and Russia

Via Nikkei Asia, a report on Myanmar efforts to revive stalled infrastructure projects with China and Russia: Myanmar’s military regime is breathing new life into major infrastructure projects with China and Russia, courting their support amid a protracted conflict with armed rebels at home. A new committee led by Deputy Electricity Minister Aye Kyaw is […]

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Brazil Joins Race to Loosen China’s Grip on Rare Earths Industry

Via Reuters, a report on Brazil’s potential to loosen China’s grip on rare earths industry: Mining giant Brazil has big ambitions to build a rare earths industry as Western economies push to secure the metals needed for magnets used in green energy and defence and break China’s dominance of the supply chain. Working to its […]

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Komatsu Opens Central Asia Hub to Tap Mining Rush for EV Metals

Via Nikkei Asia, a report on growing industry interest in Central Asia’s energy transition metal potential: Komatsu will facilitate deliveries of mining equipment across Central Asia through a new logistics hub in Kazakhstan, with an eye on the region’s reserves of key electric vehicle materials like nickel and lithium. The Japanese heavy machinery maker recently […]

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The Deadly Mining Complex Powering the EV Revolution

Courtesy of Bloomberg, a report on how nickel is pouring into the supply chain from an Indonesian industrial park with a history of fatal accidents: Early in the morning last Christmas Eve, Chinese and Indonesian workers prepared for a maintenance operation at the Indonesia Morowali Industrial Park. A complex of factories, smelters and power plants on […]

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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.