Archive for November, 2022

Cuban Agriculture: Under Threat

Via The Frontier Post, a report on the challenges facing Cuba’s agricultural sector caused by climate change: Yordán Díaz Gonzales pulled weeds from his fields with a tractor until Cuba’s summer rainy season turned them into foot-deep red mud. Now it takes five farmhands to tend to Díaz’s crop. That shrinks Diaz’s profit margin and […]

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Will Turkey Really Become A Natural Gas Hub?

Via Diplomatic Courier, commentary on whether Turkey will really become a natural gas hub: Turkey is, so far, one of the biggest winners of the Ukraine war. Ankara is carefully balancing its economic ties with Russia with the political and military support it continues providing to Kyiv. As a result, Turkish President Recep Tayyip Erdo?an […]

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India’s Impending Economic Boom

Via Morgan Stanley, a report on how India is on track to become the world’s third largest economy by 2027, surpassing Japan and Germany, and have the third largest stock market by 2030, thanks to global trends and key investments the country has made in technology and energy: India is already the fastest-growing economy in […]

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Powering Africa

Courtesy of The Economist, a look at Africa’s power generation future: In a window seat in a helicopter flying south-west from Windhoek, Namibia’s capital, offers an otherworldly diorama. The landscape shifts from earthly desert to Mars-red dunes, then to moonscape as the chopper nears Luderitz. In the early 1900s this tiny port was the hub […]

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UAE’s Masdar: Africa Poised To Be Hydrogen Hub

Via Al Monitor, an article on the African continent’s potential to produce hydrogen as an energy source: Hydrogen continues to be a major topic at the United Nations Climate Change Conference, aka COP27.  The Emirati renewable energy company Masdar released a report today on the potential of the African continent to become a hub for the generation […]

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The Future of the Kaesong Industrial Complex

Courtesy of The Diplomat, commentary on the future of the Kaesong Industrial Complex: The security situation on the Korean Peninsula is heading toward its lowest point in recent years with North Korea’s firing of dozens of ballistic missiles last week and a potential nuclear test in the coming weeks or months. Few now seem distracted by the […]

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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.