China’s Got Afghan Fever, Again
April 30th, 2023
Courtesy of Foreign Policy, a look at China’s renewed interest in Afghanistan’s mineral riches: China, once again, seems to be mucking about in Afghanistan’s mineral-rich playground. The latest move is a maybe, could-be deal worth billions to tap Afghanistan’s rich veins of lithium, the key input for the energy transition that powers everything from laptops […]
Read more »Mali’s Gold Industry: Looking For A Second Wind
April 30th, 2023
Courtesy of The Africa Report, a look at Mali’s gold industry: After a slight rebound in 2022, gold production, the driving force behind Mali’s exports, will stall in 2023 according to government forecasts. Gold production in Mali, which is facing major security and economic challenges, is like a rollercoaster ride. Industrial production of the yellow […]
Read more »Will Transit Become Iran’s New Top Revenue Generator?
April 30th, 2023
Via Amwaj Media, commentary on the potential for Iran to generate transit revenues: While all signs and indicators point to rapid economic deterioration in Iran, officials continue to speak of a positive outlook for the economy. Defending his government’s budget for the next Iranian year (beginning March. 21, 2023), President Ebrahim Raisi has presented an […]
Read more »Egypt Struggles To Lure Gulf Buyers In State Asset Sell-Off
April 30th, 2023
Courtesy of The Financial Times, an article on how Cairo’s allies have shifted from handing out traditional support to seeking commercial deals and demanding reforms: Egypt is struggling to sell off state assets in its effort to ease a foreign currency and funding crisis, as Cairo’s traditional Gulf allies toughen their approach to supporting the […]
Read more »Can Latin America Really Build an OPEC for Lithium?
April 30th, 2023
Via HeatMap, commentary on whether Latin America can really build an OPEC for lithium: In a move that shocked Wall Street, Chilean President Gabriel Boric announced last week that his country will nationalize its lithium industry. “This is the best chance we have at transitioning to a sustainable and developed economy,” Boric said. “We can’t […]
Read more »Kilamba Kiaxi, Angola’s Giant City Of The Future
April 30th, 2023
Courtesy of The Africa Report, an article on Kilamba Kiaxi, Angola’s giant city of the future: A flagship project of Angola’s former president José Eduardo dos Santos era, the ‘new city’, located on the outskirts of the capital Luanda, has not lived up to all its promises. However, projects of this type are multiplying, encouraged […]
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.