US-China On Very Real Collision Course Over Panama Canal
January 27th, 2025
Via Asia Times, a look at the growing US-China tensions over the Panama Canal: United States President Donald Trump’s recent pledges to reclaim the Panama Canal have signaled rising US-China tensions in Latin America, America’s resource-rich backyard and traditional sphere of influence. After Trump said in his January 20 inauguration speech that it is time for the […]
Read more »Saudi Arabia Set To Buy Stake In Pakistan Copper and Gold Mining Project
January 26th, 2025
Courtesy of The Financial Times, a report on Saudi Arabia’s plans to purchase up to 20% share in $9bn complex as it looks to accelerate its diversification away from oil: Saudi Arabia’s investment mining fund is set to buy a stake in Pakistan’s Reko Diq project, which will be one of the world’s largest copper […]
Read more »Ecuador Eyes $42B In Oil Sector Investments Through 2029
January 26th, 2025
Via Reuters, a report on Ecuador’s planned oil investments through 2029: Ecuador expects foreign oil companies to invest around $42 billion in the sector over the next five years, acting Energy Minister Ines Manzano said on Wednesday, as part of President Daniel Noboa’s plan to boost production. The country’s oil production has gradually fallen in […]
Read more »Energy, Mining, Telecoms: Gulf Nations Pour Billions Into Africa
January 24th, 2025
Via The Africa Report, a look at the Gulf’s continued strong investment interest in Africa: Gulf countries invested over $100bn in Africa between 2012 and 2022, leveraging the continent’s opportunities to diversify their oil-dependent economies. Nearly half of those investments came from the UAE. Here is a breakdown in infographics. Agriculture, renewable energy, healthcare and […]
Read more »Angola Plans to Sell Stakes in Biggest Telecom Company, Banks This Year
January 24th, 2025
Via Bloomberg, an article on Angola’s plans to sell stakes in several large companies in 2025: Minister Massano says sales are part of privatization program Some asset sales will be carried out through the stock market Angola plans to sell stakes in its biggest telecommunications company, Unitel SA, and two lenders in the coming months to attract […]
Read more »Why China’s Port Play Has Trump So Up In Arms
January 24th, 2025
Via Asia Times, a look at how China has invested billions in 129 ports worldwide, raising concerns the Belt and Road Initiative is quietly being weaponized: On his way to the G20 summit in Rio de Janeiro in November, Chinese President Xi Jinping met with Peruvian President Dina Boluarte to officially open a new US$3.6 billion deepwater […]
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.