Archive for March, 2022

Germany Should Look to Africa for Gas, Not Russia

Via Foreign Policy, an article on Africa’s potential to provide gas to Germany: With the United States and United Kingdom banning Russian energy exports and the European Union announcing it will reduce Russian gas imports by two-thirds by the end of the year, the West is urgently debating how to replace Russian energy deliveries. The […]

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Africa: A Very Bankable Continent

Via Reuters, a report that the African Development Bank has secured $32.8 billion for projects in Africa: The African Development Bank (AfDB) has secured $32.8 billion in investment commitments for projects in Africa, the bank’s president said at the closing of a meeting with investors on Thursday. The largest deal secured at the three-day Africa Investment […]

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What Will Russia’s Invasion of Ukraine Mean for China’s Belt and Road?

Via The Diplomat, a look at the geoeconomic implications for the BRI and other Eurasian economic and infrastructure initiatives of Russia’s invasion of Ukraine: While primarily a geopolitical event, the Russian invasion of Ukraine will profoundly reconfigure global geoeconomics. “Geoeconomics” is defined here simply as the intersection of economy and geography. Examples include infrastructure-based connectivity initiatives such […]

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Obstacles To Energy Security In Central and South Asia

Via East Africa Forum, an article on obstacles to energy security in Central and South Asia: On 25 January 2022, an unprecedented blackout spread across much of southern Kazakhstan, Uzbekistan and Kyrgyzstan. This is not the first time that Central Asia has experienced power outages, which have increased alarmingly in Tajikistan, Kyrgyzstan and Kazakhstan. In […]

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US Shipyard Buy Sparks Suspicions In Philippines

Via Asia Times, a report on a US equity firm’s $300 million purchase of strategic shipyard could herald a restored US naval presence in its ex-colony: In a significant strategic purchase, US private equity firm Cerberus will buy the debt-ridden Hanjin Subic Shipyard in a former US navy base in the Philippines for US$300 million. The Subic […]

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Small Oil Producers Benefiting From Russia Sanctions

Via Asia Times, a report on how smaller oil producers such as Ghana, Guyana and Suriname are benefiting from the Russian sanctions: As the US and Europe cut back purchases of Russian oil, and energy traders shun it for fear of sanctions, the search is on for other sources. Attention has focused on Iran and Venezuela, both of which are led by […]

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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.