Exxaro, Impala, Sibanye… South Africa Goes on a Copper Hunt
October 31st, 2023
Via The Africa Report, an article on South Africa’s copper ambitions: Major players in South Africa are vying for copper mines across the continent, while local producers explore substantial unmined holdings at home. South Africa’s bid to be the continent’s copper giant within the next 10 years is playing out as a two-pronged approach: outbidding […]
Read more »Economic Powerhouses Are Foundering in Sub-Saharan Africa
August 16th, 2023
Courtesy of Bloomberg, a report on how traditional economic leaders in sub-Saharan Africa are now falling behind: Sub-Saharan Africa’s economic powerhouses are faltering. While South Africa has pulled back from the brink of an electricity crisis in recent weeks as the government scrambled to keep the state utility’s creaking plants running, energy shortages continue to […]
Read more »This Club Isn’t Big Enough for Both India and China
August 4th, 2023
Via Bloomberg, commentary that tensions between the Asian rivals will likely prevent the BRICS bloc from ever posing a coherent challenge to the West: For an acronym coined by an investment bank in a decades-old report notable mainly for being wrong, “BRICS” has had a good run. It was once an idea, then a summit, and […]
Read more »BRICS: At Risk Becoming Satellites of China
July 27th, 2023
Courtesy of The Financial Times, commentary on the BRICS’ lopsided turn towards China: There can’t be many international summits where a head of government stays away for fear of being arrested for war crimes, but the BRICS grouping has managed it. Vladimir Putin will skip next month’s meeting of Brazil, Russia, India, China and South […]
Read more »The Only Thing Keeping South Africa From Chaos Is Its Private Sector
July 20th, 2023
Courtesy of Bloomberg, a report on how corruption, government incompetence and policy paralysis risk turning Africa’s most-industrialized nation into a failing state, leaving the ANC struggling to hang on to power: On a recent sunny afternoon, Joshua Radebe patted down asphalt into a neatly filled pothole on a busy Johannesburg street as a motorist tooted […]
Read more »Biggest African Port to Be Partially Privatized
July 18th, 2023
Africa’s biggest harbor will be partly owned and operated by the Philippines’s International Container Terminal Services, a first for South Africa’s national ports company and a major privatization step. As reported by Bloomberg, the firm – known as ICTSI – was selected as an equity partner to help run and expand Durban Container Terminal Pier […]
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.