Archive for May, 2022

Why Is Google Laying A Subsea Internet Cable In Africa?

Via Quartz, an article on why Google is laying a subsea internet cable in Africa: Big tech companies from Silicon Valley tend to focus most business attention in the US and Europe where they make the most money. But they are increasingly setting their sights on Africa, too. Amazon is building a Prime Video team to develop […]

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China’s BRI Is Aggravating Ethnic Tensions in the Global South

Via The Diplomat, an article on how Pakistan’s CPEC is a case study in Chinese investment further disenfranchising ethnic minority groups – in this case, the Baloch: While Western analysts see the Belt and Road Initiative (BRI) as the centerpiece of China’s political and economic power projection abroad, China promotes it as a gamechanger for the economic development of […]

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5G In Africa

Via Quartz Africa, a report on which countries have rolled out 5G in Africa: When Ethiopia announced on May 9 that it was launching trials for its first 5G mobile network in its capital, it joined more than a dozen African countries that are either testing or have rolled out the next-gen network. But just as for […]

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Digital Delivery Transforms African Trade

Courtesy of The Financial Times (subscription required), an article on how technology and a ‘few to many’ model are reinventing the informal sector’s supply chain: Nancy Auma, a 35-year-old market trader, sits by a large mound of finger-sized silvery fish caught in Lake Victoria. Her stall is in one of the crowded thoroughfares of Mathare, […]

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Bolivia Diverts LNG To Argentina, Leaving Brazil In The Dark

Via MercoPress, a report that Bolivia is diverting LNG to Argentina, leaving Brazil 7 million cm short per day: Bolivia is diverting natural gas to Argentina, and unexpectedly has reduced the supply to Petrobras by 30% this month, catching the state-owned company off guard. As a result, Petrobras experienced a loss of more or less than […]

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Germany Looking To West Africa For Gas

Via Quartz, an article on how Germany is looking to west Africa to help solve its gas woes: On May 22, Olaf Scholz started a three-day tour of Africa in Senegal—his first since becoming the chancellor of Germany—and said his country wants to help develop natural gas projects off the coast of west Africa. Germany is […]

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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.