Archive for March, 2021

Egypt Seeks To Turn Into Regional Hub For Electricity Supply

Via Al Monitor, an article on how Egypt, as part of plans to turn into a major regional hub for electricity, announced plans to increase the capacity of an interconnection line between Egypt and Libya: Egypt’s Minister of Electricity Mohammed Shaker recently announced his country’s readiness to increase the capacity of the electricity interconnection line between […]

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China Is Buying Record Amounts of Iranian Oil

Via The Diplomat, an article on China’s increasing close relationship with Iran: China’s purchases of Iranian oil climbed to record highs in 2021, according to data from Refinitiv, a global provider of financial market data. Over the past 14 months, Iran sent 17.8 million tonnes (approximated 306,000 barrels per day) of crude oil to China. Three-quarters of […]

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How Yandex Evolved From Russia’s Google To Its Amazon

Via Ozy, an article on Yandex: With most residents confined to their homes in Moscow’s sixth week of lockdown, one familiar sight remains on the Russian capital’s near-empty streets: tech giant Yandex’s yellow-jacketed army of couriers. Strict limits on when Muscovites can leave their homes have increased demand for Yandex’s delivery apps, whose user numbers […]

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Central Asia’s Resource Curse

Via Emerging Europe, a look at potential for Central Asia to fall prey to the ‘resource curse’: Across the globe, countries with a wealth of natural resources are broadly authoritarian and corrupt. Central Asia is no exception. The Caspian Sea region is one of the world’s richest in terms of natural resources. This has contributed […]

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Connecting The Unconnected In Africa: Liquid Telecom

Via Quartz, commentary on Africa’s digital infrastructure: Liquid Telecom’s recent $620 million bond sale—one of the largest by an African telecoms company—should provide a big boost to the continent’s digital infrastructure, which has been a major barrier to more widespread internet access. One of Africa’s biggest internet and cloud computing companies, Liquid Telecom hopes to […]

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North Korea’s Kim Jong-un a Rare Earth Trillionaire?

Via National Interest, a report on North Korea’s mineral wealth: North Korea has been reported to have high concentrations of rare earth elements, and its neighbor to the south may be wanting to help to exploit these resources. After the historic summit between South Korean President Moon Jae-in and North Korean leader Kim Jong-un in 2018, high-ranking officials from […]

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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.