Archive for the ‘Countries’ Category

How Chevron Aims to Tap More Oil Below Kazakhstan’s Grassy Plains

Courtesy of The New York Times, a look at how – after spending nearly $50 billion to expand Kazakhstan’s Tengiz oil field – the American oil giant and its partners encounter more uncertainty: More than two miles below the windswept steppe of western Kazakhstan, porous rocks composed of the skeletons of coral and other ancient […]

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Egypt To Develop Djibouti’s Port In Bid To Pressure Ethiopia Over Nile Dam

Via The National News, a report on Egypt’s deal to develop Djibouti’s port in a bid to pressure Ethiopia over the GERD Nile dam: Egypt’s Deputy Prime Minister Kamel El Wazir concluded a milestone visit to Djibouti this week, where he finalised a deal to develop the Doraleh port on the Gulf of Aden. The Egyptian […]

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The Berbera Gambit: How Somaliland’s Port is Redrawing the Map of the Horn

Via The Africa Report, commentary on how Israel’s recognition of Somaliland has ignited a regional firestorm, but the real struggle is for control of the maritime gateways and security corridors flanking the Red Sea: The three giant ship-to-shore cranes towering over Somaliland’s Gulf of Aden coast are more than just tools of logistics. For DP World, […]

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Forget Lobito. Is West Africa’s ‘Liberty Corridor’ the Next Frontier for Trump’s Minerals Diplomacy?

Via The Africa Report, a look at how the Trump administration is navigating a high-stakes influence battle between mining giants Ivanhoe Atlantic and ArcelorMittal over the strategic rail infrastructure project in Liberia designed to unlock West Africa’s massive iron ore deposits: The Donald Trump administration is caught in the middle of a multi-­billion-dollar squabble between two mining […]

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How China and the Gulf States are Shaping Central Asia’s Energy Transition

Via East Asia Forum, an article on how China and the Gulf states are shaping Central Asia’s energy transition: China and the Gulf states are expanding renewable energy investment in Central Asia. Through complementary competition, they vie for influence while occupying distinct and often mutually supportive roles in clean energy projects, particularly in Kazakhstan and […]

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Building Runways, Not Bridge: Qatar Charts A Different Path Into Africa

Via The Africa Report, a look at how – as a politically palatable financier – Doha gains leverage by creating conference hubs linking the airways: In the great game of Gulf statecraft played out on African soil, the United Arab Emirates prefers concrete and cranes, snapping up ports from Berbera to Dar es Salaam. Saudi Arabia, seeking food […]

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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.