Archive for the ‘Ukraine’ Category

Trump Urges Trading Ukraine’s Rare Earth Minerals for More U.S. Aid

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 […]

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The Investors Punting On A Ukraine Economic Renaissance

Via The Asia Times, an article examining the investors looking for a Ukraine economic renaissance, a group which includes Italy’s Fincantieri (way with Odesa port plan) while Wall Street giants Blackstone, Carlyle and KKR all angling for pieces of Ukraine’s action Fincantieri—Europe’s largest shipbuilder, based in Italy’s Trieste—is quietly working to transform defunct Ukraine government-owned […]

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The Green Treasure Chest Buried in Ukraine

Courtesy of The Financial Times, a slightly dated report on how war-torn Ukraine holds large deposits of critical minerals used in green technology Ukraine is sitting on a treasure chest to fuel the energy transition. Another week, another wave of depressing news from Ukraine. As Kyiv launches its counteroffensive, striking against targets such as the […]

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The Final Countdown: Will Russia and Ukraine Renew Gas Transit Deal?

Via Carnegie Endowment for International Peace, analysis of the potential for Russia and Ukraine to renew its gas transit partnership: Extending the transport of Russian gas via Ukraine after 2024 would likely benefit both Russia and Ukraine. Stopping the flow of gas, on the other hand, would be painful for whichever side initiates it. At […]

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Unprecedented Plan To Use Russia’s Frozen Assets To Rebuild Ukraine

Via Axios, an article on an unprecedented plan for Russia’s frozen assets to rebuild Ukraine: Belgium’s government is shopping around an avant-garde solution to Ukraine’s money problems, now that further direct aid to the country seems all but dead in the U.S. Congress. Why it matters: The war has dragged on — this month marks two years. Ideas that […]

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Ukraine: Attracted $500M in Investment Since The Start of the War

Via Fortune’s Term Sheet, a look at efforts to promote investment in Ukraine: When Sergiy Tsivkach, CEO of the Ukrainian government’s investment promotion office, UkraineInvest, arrived at the Fortune offices this week, he was coming from Washington, D.C., where more than 400 people had gathered to discuss how to do more business in Ukraine.  “I have a […]

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WILDCATS AND BLACK SHEEP
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.