Investing in Ukraine: Folly or Wisdom?
May 3rd, 2025
Via CSIS, commentary on the planned discussions of a mineral security deal between the U.S. and Ukraine: The Trump administration has now threatened twice to walk away from negotiations between Russia and Ukraine. The third time could mean disaster—an end to U.S. aid for Ukraine and, with it, lost business opportunities, lost talent, and lost […]
Read more »Minerals Become Ultimate Bargaining Chip in Trump’s Diplomatic Deals
April 5th, 2025
Via the Wall Street Journal, an article onWashington’s desire to establish critical mineral pacts worldwide: President Trump is pressing for access to mineral rights across the globe, hoping to outduel China in a global competition for raw materials to fuel U.S. military and industrial might. He has pushed the State Department to make mineral deals […]
Read more »U.S.-Backed Miner TechMet Seeks To Develop Ukraine Lithium Site
March 11th, 2025
Courtesy of The Financial Times, a look at one US miners plans to develop a Ukrainian lithium deposit: US-backed mining company TechMet wants to develop a major lithium project in Ukraine, in what could be one of the first projects built under the US-Ukraine minerals deal that is close to being finalised. TechMet chief executive […]
Read more »The Age of Metals Diplomacy: Critical Minerals Take Center Stage In Global Politics
March 5th, 2025
Via Reuters, commentary on how critical minerals are taking centre stage in world politics: Ukrainian President Volodymyr Zelenskiy is set to meet with U.S. President Donald Trump today to sign a critical minerals deal as a way of securing continued U.S. backing in the war against Russia. It initially started as a rare earths deal […]
Read more »The Ukrainian Minerals In Donald Trump’s Sights
February 18th, 2025
Courtesy of The Financial Times, a report on the the estimated deposits of lithium, titanium and rare earths such as scandium in the Ukraine that have caught the eye of President Trump: Donald Trump’s “minerals-for-aid” offer to Ukraine last week has put the spotlight on the country’s vast and rare mineral resources, to which Washington […]
Read more »Trump Urges Trading Ukraine’s Rare Earth Minerals for More U.S. Aid
February 5th, 2025
Via The New York Times, commentary that Ukraine has already emphasized that by supporting its war effort, the U.S. could get access to the country’s wealth of critical minerals like lithium and uranium: President Trump said Monday he wants to strike a deal with Ukraine whereby Kyiv would supply the United States with rare earth […]
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.