There’s A New Power Scramble Underway in the Red Sea
March 12th, 2025
Via Ethan Chorin’s blog, commentary on the new power scramble underway in the Red Sea: As the Trump Administration attempts to broker deals to end the wars in Gaza and Ukraine, and as Russia has lost its Syria client (and its only warm water port outside the Black Sea), The Kremlin is quietly shifting military weight to the […]
Read more »UAE Investor Buys Stake in Mali Gold Mines From Canada’s Allied Gold
March 1st, 2025
Courtesy of The Financial Times, a report on investment in Mali’s mining sector which has been unsettled since the ruling junta started its crackdown on miners: Toronto-listed Allied Gold has sold a 50 per cent stake in its Malian mines to an Emirati investor, in the biggest sign of confidence in Mali’s mining sector after […]
Read more »Abu Dhabi Wealth Fund ADQ, Orion Team up to Invest $1.2 bln in Metals, Mining
February 4th, 2025
Via Reuters, an article on a new collaboration between ADQ around minerals: Abu Dhabi sovereign wealth fund ADQ has teamed up with Orion Resource Partners to form a joint venture that will invest in metals and mining, ADQ said on Thursday, as the wealth fund expands its critical minerals portfolio. Under the 50-50 JV, which […]
Read more »Kenya Turns To UAE For Railway Funds After China Cut Financing
February 3rd, 2025
Via Reuters, a report on Kenya’s decision to approach UAE for railway funding after China cut financing: Both sides to carry out feasibility study, Ruto says Kenya also finalising loan with UAE for budget support UAE says Kenya a gateway to East Africa Kenya has started discussions with the United Arab Emirates to secure financing […]
Read more »The Gulf: From Oil To AI
January 18th, 2025
Via The Economist, a report on the Gulf states’ efforts to become tech superpowers: Few middle powers have the towering technological ambitions of the rich Gulf states. As they seek to shift their economies away from fossil fuels, the Emiratis want to lead the world in artificial intelligence (AI) and the Saudis want the kingdom to […]
Read more »A Long-Term Bullish Look At The Middle East
January 18th, 2025
Via NoahOpinion, bullish commentary on the Middle East: If you looked at Europe in the mid-1600s, you would probably think something along the lines of “Wow, these guys are not going to make it.” Even though the region was already seeing economic growth from colonialism and the expansion of global trade, much of it had […]
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.