Archive for November, 2022

UAE Plans Global Energy Push With $150 Billion of Spending

Via Bloomberg, an article on the United Arab Emirates’ main energy company’s plans to boost investment to $150 billion over the next five years: The United Arab Emirates’ main energy company will boost investment to $150 billion over the next five years, speed up an increase in oil-production capacity and list some of its natural […]

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$7bn Saudi Hydrogen Plan To Unleash Thailand’s Green Power Potential

Via Recharge News, a report on a Saudi ACWA’s new $7bn hydrogen plan to unleash Thailand’s green power potential: Saudi renewables developer ACWA Power is partnering with the Thai state on a plan to develop a massive $7bn green hydrogen and ammonia plant in Thailand — the first of this size earmarked for the south […]

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Mongolia Puts Faith In Chinese Railway To Boost Covid-Battered Economy

Courtesy of The Financial Times, an article on Mongolia’s hopes that a Chinese railway will help boost its Covid-battered economy: Mongolia opened a new rail line to China on Friday that the landlocked country’s prime minister said would help it weather the zero-Covid controls that have disrupted cross-border trade with its powerful neighbour. “The opening of […]

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Most of the World’s Soccer Balls Come From Pakistan

Via Bloomberg, an article on how Sialkot, a city in northeast Pakistan, produces about 70% of the world’s supply—including Adidas’s Al Rihla, the official ball of the 2022 FIFA World Cup in Qatar: If you have a soccer ball in your house, there’s a pretty good chance it came from Sialkot, a city in northeast Pakistan […]

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Debt-Ridden Ghana Plans To Buy Oil With Gold Instead Of Dollars

Via Business Insider, an article on Ghana’s recent decision to buy oil with gold instead of dollars, as foreign currency reserves dwindle to an alarming low: Ghana’s government is planning to use gold to pay for oil instead of shelling out US dollars. The move is expected to reduce the “persistent depreciation” of the cedi, the […]

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The Reality of Vietnam’s Energy Transition

Courtesy of The Diplomat, a look at Vietnam’s energy transition, a country which emerged as a regional leader in renewables, but some thorny challenges ahead: Earlier this fall, U.S. climate envoy John Kerry shone a spotlighton Vietnam, urging the Southeast Asian nation to “do what is sensible” and refocus its energy sector by investing in renewables and […]

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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.