Archive for May, 2023

Chile’s Move To Control Lithium Alarms Industry

Courtesy of The Financial Times, a report on how Chile’s move to control lithium is alarming industry players, allowing Australia, Argentina and African countries to benefit as Santiago moves ‘urgently’ to take stake in key projects: Chile has moved to take state control of key lithium projects in an attempt to develop its vast resources […]

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Taking The High Road: India’s Himalayan Infrastructure Drive Counters China

Via Terra Daily, a look at how India is taking on China in the race to build infrastructure in the Himalaya: Freshly laid roads, bridges, upgraded military camps, and new civilian infrastructure dot the winding high Himalayan route to the Indian frontier village of Zemithang — which China renamed last month to press its claim […]

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Mexico’s Brew Coup: The Real Reason Bud Light Sales Are Plunging

Courtesy of The Washington Post, an interesting look at Mexico’s global dominance in the beer market: After the Great Recession, the Dutch had a solid grip on the global beer market, powered by Holland hop heavyweight Heineken. But within a decade, the Netherlands — indeed all of Europe’s hoppy heartland — would be unceremoniously thrashed […]

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The Geopolitics of Technology in Indonesia

Courtesy of The Diplomat, a look at the geopolitics of technology in Indonesia, where there are signs of sharpening strategic competition in technology-intensive sectors such as battery manufacturing, clean energy, and data centers: When we think of tech in Indonesia, the first thing that usually comes to mind are homegrown unicorns like GoTo and Traveloka, […]

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Rwanda: The Singapore of Africa?

Via TechSafari, commentary on Rwanda: When you think about Rwanda, what probably comes to mind is the Genocide against the Tutsi. In one of the worst humanitarian disasters in world history, the 1994 Genocide against the Tutsis saw the rapid and brutal murder of over 800,000 people from the Tutsi ethnic groups by Hutu militias. […]

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What’s in An EV Battery? Africa.

Courtesy of The Africa Report, a detailed look at the role Africa will play in the minerals of tomorrow: The green energy resource has once again thrown Africa into the middle of a global resource race. Will the continent get its fair share this time? The rich veins of Zambia’s north-western copper belt have long […]

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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.