Author Archive

Africa: At The Heart Of The Global Energy Transition, Thanks To Its ‘Critical Minerals’

Courtesy of The Africa Report, a look at Africa’s critical role in the global energy transition: Shinkolobwe means nothing to most people, despite the fact this city of Katanga has changed the course of history. It was from a mine located near this city that the uranium for the American Manhattan atomic programme came. At […]

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China Tries To Charm Southeast Asia

Via GIS Reports Online, interesting commentary on how China is hoping its appeal as an economic partner will boost its geopolitical influence in the South China Sea region: Vietnam and the Philippines badly need foreign investment U.S. military support in the South China Sea achieved little China’s economic leverage could boost its regional influence The South […]

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Mexico Will Benefit From Washington’s Chip Focus

Via Geopolitical Futures, a look at how Mexico will benefit from Washington’s focus on building a North American semiconductor supply chain: The United States is prioritizing the creation of a regional semiconductor production chain to give itself alternatives to Asian firms, especially those with ties to China. Even for the country that invented the semiconductor, […]

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Senegal: On Track For World-Beating Growth In 2023

Via African Business, additional optimism for Senegal which is on course to record a world-beating 8% growth this year, thanks largely to expected oil and gas revenues: The World Bank predicts that Senegal will grow by 8% in 2023, the most out of any sub-Saharan African country. The growth is largely attributed to huge oil […]

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Algeria: Emerging From Isolation

Via Rane’s STRATFOR Worldview, analysis of Algeria’s emergence from isolation: Algeria has adopted a new strategy of international engagement as it seeks to modernize its economy, but continued dependence on hydrocarbon revenue and its persistent stance on some geopolitical rivalries involving Israel and Russia will limit its transformation. Since President Abdelmajid Tebboune began his tenure in […]

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Poland: Key To Improving Central and Eastern Europe’s Railway Connections

Via Emerging Europe, a report on why Poland is key to improving Central and Eastern Europe’s railway connections: Russia’s war on Ukraine has brought home the importance of investment in Central and Eastern Europe’s railways. A new hub in Poland could be key to making those investments work. In a study first published in 2018, […]

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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.