The Rare Earths Mine Becoming a Bellwether For U.S. Minerals Policy
April 20th, 2024
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 […]
Read more »Emerging Powers and the Future of American Statecraft
April 10th, 2024
Via the Carnegie Endowment for International Peace, a new report on how, collectively, emerging powers in Asia, Africa, Latin America, and the Middle East are growing in their geopolitical weight and diplomatic ambition. How closely do they align with the United States when it comes to Russia and China? What drives their decisions on the […]
Read more »Candy Crush: Crushing It In Africa
March 31st, 2024
Courtesy of Semafor, interesting analysis of a recent survey on video games in Africa: I’ve been digging into a survey on video game players across Africa, by Geopoll/Pan Africa Gaming Group, looking for nuggets. It’s a sector which is still in its early stages of development on the continent and has very little analytical coverage. […]
Read more »South African Ports Fail to Gain From Diverted Red Sea Traffic; Namibia and Madagascar Gain
March 16th, 2024
Courtesy of Bloomberg, a report on how Namibia and Madagascar are gaining from diverted Red Sea traffic: Madagascar, Namibia, among those benefiting from rerouting South Africa’s port problems see it miss out on some traffic Africa’s inefficient and aging ports are hampering the continent’s chances of capitalizing on a surge in ship traffic that’s avoiding […]
Read more »Data Center Investments Shift To Emerging Markets Amidst Regulatory Scrutiny and Energy Needs
March 3rd, 2024
Via Frontier Market News, a look at how data center investment is shifting to emerging markets amid regulatory scrutiny and rising energy needs: The boom in artificial intelligence use and investment is creating a surge of demand for data centers, the massive facilities which house and transmit the vast amounts of data needed to train […]
Read more »Start Your Engines: Who’s Winning Africa’s Automotive Industry Race?
February 27th, 2024
Courtesy of The Africa Report, an article on who’s winning Africa’s automotive industry race: While South Africa and Morocco are the undisputed leaders in the production of new vehicles on the continent, newcomers are after a piece of the action in this high-potential market, which is undergoing radical change. Right now, all roads in the […]
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.