Archive for the ‘Zambia’ Category

Refining the Lobito Corridor: The Future of Cobalt in Sub-Saharan Africa

Via Harvard International Review, a report on the Lobito Corridor and the future of cobalt production in sub-Saharan Africa: By 2040, clean-energy technologies will need 40 times more lithium, 25 times more graphite, and 20 times more nickel and cobalt than in 2020. These metals are essential to the batteries in smartphones and electric vehicles (EV) and […]

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Scramble for Critical Minerals Spurs an African Rail Revival

Courtesy of Bloomberg, another look at the critical mineral-enabled interest in African rail lines: Central African copperbelt forms heart of the logistics plans Years of neglect caused a $10 billion maintenance backlog Southern Africa’s railways are suddenly getting global attention and attracting billions of dollars in investment, with a race to secure copper supplies needed […]

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Africa’s Copperbelt and the Atlantic

Via Geopolitical Futures, a quick summary of the Lobito Corridor, whose success depends on financing: The Lobito Corridor is a planned 1,850-km (1,150-mile) railway connecting the Democratic Republic of Congo to the Atlantic Ocean via Angola’s Port of Lobito, with an additional 500 km extension linking Zambia to the main route. Announced in September 2023, […]

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The Green Economy Is Hungry for Copper — And The New Frontier Is Central Africa

Via Wired, a look at copper which – in the coming years – we’ll need more of it than ever: Moqadi Mokoena had been feeling uneasy all day. When he’d left his home on the outskirts of Johannesburg, South Africa, for his job as a security guard, he’d had to turn around twice, having forgotten […]

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Rise of Chinese Surveillance Tech in Africa: Development or Espionage?

Courtesy of The Africa Report, commentary on the growing deployment of Chinese CCTV equipment in African cities: Chinese technology companies like Huawei and ZTE are contributing to smart city development on the continent, but analysts warn that their tools provide authoritarian governments with the means to spy on citizens and promote repression. More than a […]

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Africa’s Copperbelt Sets Off Investment Race for EV Metals

Via Nikkei Asia, a look at the growing investment race for EV metals in Africa: Businesses from the U.S., Japan and Europe are moving to tap mineral reserves in Central Africa, using the latest technologies to locate critical electric vehicle materials, as China currently dominates development on the continent. The so-called Copperbelt spans across the […]

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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.