Hot Property: Niger ‘Nationalized’ its Uranium, but It Can’t Find a Buyer
June 1st, 2026
Courtesy of The Africa Report, a report on how international arbitration orders, the elimination of Iran as a potential customer and a regional border closure have left Niamey with a stockpile of yellowcake and nowhere to send it: “A dignified Niger is bringing its production to the international market.” On 30 November 2025, Niger’s public […]
Read more »How Morocco Stole South Africa’s Industrial Crown
June 1st, 2026
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 […]
Read more »Central Asia Accessing Pakistani Sea Ports that Bypass Afghanistan
May 29th, 2026
Via Jamestown, a report on how Central Asia is bypassing Afghanistan as a primary transit gateway to the sea: Executive Summary: Kyrgyzstan’s Ministry of Transport and Communications announced the successful implementation of a pilot transport project on the Kyrgyzstan–China–Pakistan route on April 24. The new 2,000-mile route through the People’s Republic of China (PRC) is […]
Read more »China’s Quiet Pivot to Central Asian Gas
May 27th, 2026
Courtesy of The Diplomat, a report on China’s pivot to Central Asian gas: Russian President Vladimir Putin arrived in Beijing on May 20 with a delegation built for a deal: five deputy prime ministers, eight Cabinet ministers, and the chiefs of Gazprom and Rosneft. He left two days later with declarations of friendship, a visa-free […]
Read more »PRC–Turkmenistan Gas Ties Hedge Hormuz Risk
May 11th, 2026
Via Jamestown, a look at China’s efforts to develop overland energy security through Central Asia, especially Turkmenistan: The People’s Republic of China (PRC) is intensifying its pursuit of overland energy security through Central Asia as the Middle East conflict raises the strategic cost of maritime exposure. Turkmenistan is the primary anchor of this effort. Politburo […]
Read more »An Insurgency Threatens U.S. Mining Ambitions in Pakistan
May 3rd, 2026
Courtesy of the New York Times, a report on attacks by the Baloch Liberation Army which could derail Pakistan’s plans for a billion-dollar mining deal with the Trump administration: Standing in the Oval Office in September, Pakistan’s Army chief gave President Trump a wooden box filled with minerals and gems — a nod to the […]
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.