Archive for April, 2023

Stakes in Sudan’s War Include Russian Gold, Nile Dam, Key Shipping Lane

Courtesy of the Wall Street Journal, an article on some of the stakes in Sudan’s war: The fate of some of Africa’s most important strategic resources is hanging in the balance as Sudan’s top two generals vie for supremacy, from the waters of the Nile and access to crucial shipping lanes to some of the […]

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The Nigerian EV Entrepreneur Hoping To Go Head-To-Head With Tesla

Via MIT Technology Review, an article about a Nigerian entrepreneur who started with electric retrofits of community vehicles like motorized tricycles and now aims to bring electrification to communal buses: Nigerians have become accustomed to long lines for gasoline and wild fluctuations in bus fares. Though the country is Africa’s largest producer of oil, its […]

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Chile’s Plan To Nationalize Lithium Supply

Courtesy of The Financial Times, an article on the Chilean president’s plan to nationalize its lithium supply, a move that follows Mexico, Indonesia and other countries seizing greater control over mineral resources: Chile’s president Gabriel Boric said on Thursday he planned to nationalise the country’s lithium industry, transforming the landscape for miners in the world’s […]

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Where Are South Asia’s Most Vulnerable Economies Headed?

Courtesy of STRATFOR’s Worldview, an interesting analysis of south Asia’s most vulnerable economies, namely Bangladesh, Sri Lanka and the Maldives: In the coming months and years, Bangladesh, Sri Lanka and the Maldives will need to implement macroeconomic adjustment programs to maintain market confidence and retain access to external financing at a reasonable cost, which will […]

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Not A Market Bubble: Chinese Boba Tea Goes Viral In South-East Asia

Courtesy of The Economist, an article on the growing popularity of boba tea: Opposite a university campus on the outskirts of Jakarta, motorbikes line the front of Ricky Salim’s ice-cream and tea store. One of thousands of Mixue franchise owners across Asia, Mr Salim says his business is so good he hopes to open more […]

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Massive Morocco-UK Cable Gains Financial Boost From Middle East

Via Energy Live News, a report on a massive infrastructure project designed to bring solar power from Morocco to the UK: Xlinks, a UK-based startup that plans to build what is described as the world’s longest undersea cable to address the future energy requirements of the UK is allegedly close to concluding a funding round […]

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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.