Archive for the ‘South Africa’ Category

Resource Nationalism, Geopolitics, and Processing Strategic Minerals in Indonesia, South Africa, and Malaysia

Via Clingendael, a new report on resource nationalism, geopolitics, and processing strategic minerals in Indonesia, South Africa, and Malaysia: Strategic minerals are essential to the modern-day technologies that enable the digital transition, decarbonisation, and the development of advanced military systems. However, their extraction and processing is concentrated in a handful of countries, creating concerns about […]

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China and Russia Are Beating the US in Africa

Via Bloomberg, commentary on a proposed new strategy for Washington to center on giving four “anchor” African countries preference in economic and military support: Africa, with 60% of the arable land on the planet, 30% of the mineral reserves and a population approaching 1.5 billion, is an increasingly vital region for global security. Unfortunately, the US has not been […]

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Africa Takes Aim at Avocado Market Expected to Reach $26 Billion by 2030

Via Emerging Real Estate, a report on the global avocado market, which is expected to reach $26.04 billion by 2030, growing at a compound annual growth rate of 7.3%. Africa, already a major producer, is poised to be a key player in this growth. Specific growth projections for Africa’s avocado industry are difficult to make, […]

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How Fast Food’s Global Takeover Was Underwritten by Development Banks

Courtesy of TruthDig, a report on how – from South Africa to Ukraine – five industrial chicken companies that supply KFC have benefited from financing from the World Bank Group and the European Bank for Reconstruction and Development: With its unparalleled purchasing power and exacting demands, fast food has long shaped agricultural systems in the United […]

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For Multinationals, Africa’s Allure Is Fading

Courtesy of Bloomberg, a report that – after decades of optimism about the region – global giants such as Bayer, Nestlé and Unilever are cutting back: Nestlé SA in August shuttered production of Nesquik chocolate milk powder in South Africa, citing falling demand. A year ago, Unilever Plc pulled the plug on the manufacturing of home-care and skin-cleansing […]

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The Rare Earths Mine Becoming a Bellwether For U.S. Minerals Policy

Courtesy of The Financial Times, an article on U.S. attempts to challenge China’s global dominance in critical minerals: A site close to Kruger National Park in South Africa is becoming a testing ground for US attempts to fight China’s global dominance in critical minerals. Washington has committed to finance a little-known London-listed miner hoping to […]

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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.