Archive for the ‘Pakistan’ Category

Why Is the US Eyeing Gwadar Port?

Via The Diplomat, a look at how Washington may translate its interest in Gwadar and the region around it into a policy to establish its presence there? In May, Gwadar Port handled a 53,277-ton steel billet shipment aboard a Chinese vessel whose original destination was Sohar Port in Oman. The ship was diverted to Gwadar […]

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China, Pakistan, and the Rise of the “Electrostate”

Via Modern Diplomacy, a look at the China-Pakistan Economic Corridorm a multi-billion-dollar infrastructure and development programme linking Xinjiang, a region in China, to Pakistan’s deepwater Gwadar Port: The China-Pakistan Economic Corridor is a multi-billion-dollar infrastructure and development programme linking Xinjiang, a region in China, to Pakistan’s deepwater Gwadar Port. It was launched as a flagship […]

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Central Asia Accessing Pakistani Sea Ports that Bypass Afghanistan 

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 […]

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An Insurgency Threatens U.S. Mining Ambitions in Pakistan

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 […]

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Pakistan’s Mineral Frontier and the Geopolitics of US Supply Chain Diversification

Via the Fair Observer, commentary on the global race for critical minerals is accelerating as the US seeks to reduce reliance on China, positioning Pakistan as a potential diversification partner despite security risks. Rich deposits like Reko Diq offer opportunity, but instability constrains investment, leaving Washington to balance engagement with risk against continued dependence on […]

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Shooting for the Stars with a Paper Airplane: The US-Pakistan Rare Earths Deal

Via Geopolitical Monitor, commentary on the US-Pakistan rare earths deal: In October 2025, Pakistan shipped its first load of rare earth minerals to the United States as part of a new $500 million agreement between the two nations. After months of trade negotiations, this shipment was of great symbolic significance, intended to show that Pakistan can deliver […]

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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.