Archive for October, 2022

Can South America Take Advantage of the Lithium Boom?

Via Foreign Policy, a look at South America’s lithium “triangle”: Commodity prices have gone haywire lately, but lithium is one that shot up and stayed there. The price of lithium carbonate, a key component of many electric batteries, hit an all-time high in April and remains almost 10 times what it was two years ago, […]

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Vietnam: Doi Moi 2.0?

Via East Asia Forum, commentary on Vietnam’s economy: In late August 2022, news broke that Apple was in talks to manufacture its famed Apple Watches and MacBooks in Vietnam for the first time. Some view this as a move by transnational corporations and their core suppliers to diversify their production away from China, buffering themselves from intensifying US–China geoeconomic […]

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Eight Reasons Why Africa Is Primed for Impact Investing

Via CFA Institute, a look at several reasons why Investors looking to make a difference and make a profit should consider the fastest-growing continent for technology adoption, natural resource opportunities, and human capital: Africa. The second largest continent by land and population, Africa has abundant untapped natural resources, vast potential for sustainable agriculture, transformative free […]

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Senegal: Not Giving Up On Oil and Gas

Via Oil & Gas Daily, a report on Senegal’s petroleum ambitions: The new offshore gas terminal appears through the morning mist cloaking the Atlantic Ocean near Saint Louis, where Senegal meets Mauritania. It has been hailed as a new economic beginning in developing Africa, and condemned as a new source of pollution in a world […]

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‘Black Gold’ For Guyana And Suriname: Blessing Or Curse?

Via Oil & Gas Daily, an article on Guyana and Suriname resource potential: Emerging as potential oil powers while the world seeks to wean itself off planet-warming fossil fuels, poverty-stricken South American neighbors Guyana and Suriname say they have to cash in while they can. The former Dutch colonies are among the world’s most tree-covered countries, […]

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The Technopolar Moment

Courtesy of Foreign Affairs, an interesting commentary on the growing influence of non state actors in the world today, particularly technology companies, as the politics of digital space and physical space converge: After rioters stormed the U.S. Capitol on January 6, some of the United States’ most powerful institutions sprang into action to punish the leaders […]

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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.