Liberia Backs Ivanhoe Atlantic Rail Deal to Unlock Iron Ore Mine
December 19th, 2025
Via Bloomberg, a report on an export railway key to building an iron ore mind in Guinea: A US company, Ivanhoe Atlantic Inc., took a key step toward building an iron ore mine in Guinea after lawmakers in Liberia ratified an agreement allowing the firm to access an export railway. The access arrangement permits Ivanhoe […]
Read more »China’s Massive African Mine Threatens to Upend Iron Ore Market
November 5th, 2025
Via Bloomberg, commentary on how the size and richness of the Simandou deposit in Guinea could shift the industry’s power dynamics and help transform the nation’s economy: In April 1998, a young geologist and his team set out from the village of Moribadou and trekked for six hours through the Guinea Highlands, a densely forested […]
Read more »Guinea: Key for Countering China’s Gallium Dominance?
August 15th, 2025
Guinea may be small in geography, but it sits atop vast mineral wealth. It holds the world’s largest bauxite reserves and is well-positioned to become a major supplier of gallium—a critical mineral required for semiconductors but whose exports China has restricted. As this short video shows, Guinea has been on the U.S. minerals map since […]
Read more »Mining Expectations: Robert Friedland’s $5bn Rail Plan to Break Mount Nimba Deadlock
April 12th, 2024
Courtesy of The Africa Report, a report on Robert Friedland who – facing the blockage caused by ArcelorMittal’s exclusive rail deal with Liberia – decided to take his iron ore mine project in Guinea into his own hands – and build his own railway. From Conakry to Monrovia via Washington, he has been mobilising his network […]
Read more »Liberty Corridor to connect Guinea and Liberia
February 19th, 2024
Via the International Railway Journal, an article on Liberty Corridor, a project which includes a new heavy haul railway to the port of Didia: THE government of Liberia has signed a letter of intent with High Power Exploration (HPX) and Guma Africa Group to enter into negotiations over the joint development of the Liberty Corridor […]
Read more »Guinea: World’s Biggest Mining Project To Start After 27 Years of Setbacks and Scandals
January 7th, 2024
Courtesy of The Financial Times, an article on Rio Tinto’s $20bn Guinea iron ore, rail and port plan: The world’s biggest mining project, a $20bn iron ore, rail and port development in a remote corner of west Africa, is expected to start this year after a 27-year wait beset by setbacks, scandals and several false dawns. […]
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.