Archive for July, 2023

Africa Is Way Bigger Than You Think

Africa is bigger than China, India, the contiguous U.S. and most of Europe—combined! Scientific American published a correctly proportioned image some years ago to show how the continent of Africa swallows up these nations, with Japan thrown in: Look at the usual flat map of the world and it appears that Greenland is nearly as big as […]

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AI By The People, For The People: The Indian Workers Behind AI

AI data workers are often among the poorest people in the world, despite providing the lifeblood of a multibillion dollar industry. Karya, an Indian nonprofit, promises to do things differently: not only paying workers high wages, but also royalties. The model doesn’t exist anywhere else.  Here is an interesting look at whether Karya’s alternative model can […]

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A Goldilocks Moment for India in the U.S.-China Subsea Cables Race?

Courtesy of The Diplomat, a report on how – India’s capacity to produce fiber cables – paired with U.S. capability to lay them on the seabed, presents a prime opportunity for New Delhi: At a time when the U.S. is significantly enhancing its presence and primacy across the length and breadth of the Indo-Pacific, the recent […]

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The Mineral-Rich Want to Get Richer

Courtesy of Foreign Policy, a look at how the world’s biggest reserves of lithium and nickel are concentrated in a handful of nations, and they want to cash in: The quest for a global energy transition has sparked a frenzied scramble for the raw materials underpinning everything from electric vehicles to wind turbines—and the mineral-rich […]

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First Quantum Starts Output at Africa’s Biggest Nickel Mine

Via Bloomberg, an article on Zambia’s nickel industry: First Quantum Minerals Ltd. started production at what is set to turn into Africa’s biggest nickel mine, furthering Zambia’s aim of becoming a key supplier of battery metals for the electric vehicle revolution. Output at the Enterprise mine in the country’s North-Western Province has commenced, with a new […]

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Why VinFast is Struggling In the US Electric Vehicle Market

Courtesy of The Diplomat, a look at how the Vietnamese automotive firm’s planned conquest of the American EV market has hit a number of hurdles: Vietnamese electric vehicle maker VinFast made waves when it announced it would be jumping directly into the U.S. auto market and constructing a $4 billion manufacturing facility in North Carolina. […]

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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.