Archive for the ‘Countries’ Category

East Timor Favors Australia Over Chinese Firms On Major Gas Project

Via Reuters, a report on East Timor’s preference to work with Australian vs. Chinese hydrocarbon firms on a major gas project: Stalled Greater Sunrise key for boosting East Timor revenue Woodside says talks on processing options ongoing, no final decision made East Timor president expects nation to join ASEAN this year Country has issued gold […]

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DRC-Rwanda: Rubaya Coltan Mine at the Heart of M23 Financing

Courtesy of The Africa Report, a look at how a coltan mine is integral to M23 funding: In April 2024, Rwandan-backed armed group M23 seized one of the world’s most productive coltan concessions, in eastern Democratic Republic of Congo. Since then, a UN report estimates that 120 tonnes of the precious mineral are mined every […]

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Trump, the Panama Canal and the Hong Kong Firm at the Heart of a Showdown

Courtesy of The New York Times, a report on how the Panama Canal’s two biggest ports are operated by a Hong Kong company with global reach. The Trump administration sees a Chinese threat to U.S. security. President Trump’s claim that China controls the Panama Canal has placed a Hong Kong tycoon and his conglomerate at […]

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The Brains Behind Mali’s Mining Shakeup

Via The Africa Report, commentary on who is behind Mali’s mining shakeup: A former employee of Randgold and co-founder of the consultancy Iventus Mining, Mamou Touré plays a key role in renegotiating Mali’s mining contracts. This go-between is at the centre of a stand-off pitting his country against multinationals – Barrick Gold chief among them. […]

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Trump Urges Trading Ukraine’s Rare Earth Minerals for More U.S. Aid

Via The New York Times, commentary that Ukraine has already emphasized that by supporting its war effort, the U.S. could get access to the country’s wealth of critical minerals like lithium and uranium: President Trump said Monday he wants to strike a deal with Ukraine whereby Kyiv would supply the United States with rare earth […]

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Made In Morocco: How China’s EV Battery Makers Are Powering Past Western Tariffs

Via South China Morning Post, a report on how a Chinese-African joint venture is latest company to find way past Western trade barriers while leveraging region’s abundant battery materials: An electric vehicle (EV) battery parts maker has become the latest Chinese company to begin production in Morocco to target lucrative European and North American markets, […]

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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.