Archive for the ‘Russia’ Category

Global Cobalt Reserves 2023

Via Mining Visuals, a look at at where the world’s cobalt reserves are located: Cobalt is a critical mineral, essential for the production of lithium-ion batteries used in electric vehicles (EVs), smartphones, and other renewable energy applications. As the world transitions to greener technologies, the demand for cobalt is projected to rise sharply. At the […]

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Russia’s Oil Fleet and the Floating Armories That Help Keep Profits Flowing

Via Bloomberg, an article on the floating armories that are helping Russia profit enormously from its oil trade despite widespread sanctions: Somewhere off the coast of Eritrea on July 20th last year, the Vernadsky Prospect — stocked with 730,000 barrels of Russian crude — started broadcasting a message: “Armed guard on board.” The 250-meter long […]

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Moscow’s African Gambit: How Russia is Challenging Western Powers on the Continent

Via Modern Diplomacy, an article examining the growing influence of Russia in Africa and its implications for global security and stability: Abstract: This article examines the growing influence of Russia in Africa and its implications for global security and stability. It traces the historical roots of Russia’s engagement with African countries, from the Cold War era […]

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Mercenaries of Influence: How Russian PMCs Redefined Power Projection

Via Geopolitical Monitor, a report on the influence of Russian private military companies in Africa: Russian use of hard power has been displayed on the global stage for nearly 20 years. Since the invasion of Georgia in 2008 and subsequent invasion of Ukraine, the Kremlin’s apparent tool of choice in foreign policy has been military […]

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This $2.4 Billion Lithium Mine Is Caught Between Russia and the West

Courtesy of the Wall Street Journal, an article on U.S. suspicion that Rio Tinto’s project in Serbia has been hit by a Russian disinformation campaign: This summer, tens of thousands of protesters in Serbia took to the streets to oppose a proposed lithium mine. Fueling the protests: suspected Russian disinformation. Russia is likely playing a […]

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Russia Approves Construction of Fuel Pipeline in Republic of Congo

Via The Moscow Times, a report on a new planned fuel pipeline in Republic of Congo: Russia has approved the construction of a petroleum product pipeline in the oil-rich Republic of Congo, as Moscow continues efforts to strengthen its influence in Africa. The project will involve a joint venture between Russian pipeline builder ZNGS Prometey, which will […]

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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.