Beyond the Canal: The Real Risk of China’s Engagement in Panama
Via The Diplomat, a look at how China’s combination of presence, influence, and compromising relationships within Panama’s elite gives it numerous opportunities to exploit. The solution is [...]
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 [...]
Made In Morocco: How China’s EV Battery Makers Are Powering Past Western Tariffs
Via South China Morning Post, a report on how a Chinese-African joint venture is latest company to find way past Western trade barriers while leveraging region’s abundant battery materials: An [...]
North Korea’s Economic Crisis: Solutions or More Controls? 
Via The Diplomat, a look at how a pattern of tightening market controls and soaring prices has culminated in an ambitious government intervention in North Korea – a comprehensive plan to regulate [...]
Abu Dhabi Wealth Fund ADQ, Orion Team up to Invest $1.2 bln in Metals, Mining
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 [...]
The China-Myanmar Economic Corridor and the Limits of China’s BRI Agency
Via The Diplomat, a report on how CMEC and other Chinese business activities in Myanmar show how exposed China is to escalating conflict risks, and offer insight to the role it is playing in the [...]

ABOUT
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.