Archive for the ‘Morocco’ Category

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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Iran War Revives a Decade-Old African Gas-Pipeline Dream

Courtesy of Bloomberg, a report on an estimated $25B African gas pipeline project: Some pipe dreams can come true after all. When Morocco in 2016 came up with the idea of a 4,300-mile (6,900-kilometer) conduit to transfer natural gas from West Africa to the Mediterranean, few thought it feasible. In the decade since, however, the […]

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How Iran War Is Reshaping China’s Geo-Economic Cooperation with North Africa

Via the Stimson Center, commentary on China’s shifting energy strategy toward North Africa amid Hormuz disruption, deepening oil diversification and accelerating green cooperation with Algeria, Morocco, and Egypt: A distant war is quietly redrawing the map of global energy, and most people haven’t noticed. As disruptions in the Gulf expose the fragility of China’s oil […]

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Is Western Sahara Washington’s New Strategic Priority to Access Minerals?

Via The Africa Report, an article on why has Donald Trump seized on Western Sahara – a file Washington long kept at arm’s length? The US catch-up fits a scheme that goes well beyond the stand-off between Rabat and Algiers. For decades, the Western Sahara was never a priority for the US. Folded into the broad Middle […]

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North Africa: On The Rise

Via Global Finance, a report on how North Africa is emerging as a growth engine, led by Egypt and Morocco. But structural challenges persist.     This year again, North Africa is the fastest growing region in Africa and the Arab world. Combined GDP growth in Mauritania, Morocco, Algeria, Tunisia, Egypt, and Libya is expected […]

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Trump Opens Trade Finance Spigot for American Deals in Western Sahara

Via The Africa Report, an article on the fact that US lenders DFC and EXIM have received the green light to back American investment in the disputed territory: The Donald Trump administration says it will start assisting American companies looking to invest in Western Sahara, delivering on a promise made five years ago when the US president […]

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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.