Archive for September, 2023

China’s Pinglu Canal: A Game Changer or White Elephant?

Via South China Morning Post, a report on China’s efforts to widen Asean trade with first major waterway in 700 years China kicked off construction of the 135km-long (84-mile), 72.7 billion yuan (US$10.1 billion) Pinglu Canal in the Guangxi Zhuang autonomous region in August It is hoped that the waterway can facilitate trade with Southeast Asian […]

Read more »



Road Rage: China’s Belt and Road Initiative Will Keep Testing the West

Courtesy of The Economist, a look at how China’s Belt and Road Initiative will keep testing the West, even though the projects are smaller: Ten years ago this week China’s leader, Xi Jinping, began laying the tarmac for what would become his signature foreign policy. He began with vague suggestions of reviving the Silk Road, an […]

Read more »



Mozambique Plans Climate Announcement Worth Billions at COP28

Via Bloomberg, an article on Mozambique’s energy transition plans: Country in talks with Germany, UAE, Belgium and the UK Plans to harness country’s hydro and solar power potential Mozambique is seeking to become the latest country to secure an energy-transition pact with wealthy nations and is targeting an announcement at the COP28 climate summit later […]

Read more »



Namibia-South Korea Form Long-Term Energy and Resources Partnership

Via Eagle FM, a report on a new Namibia-South Korea partnership: Namibia and South Korea have joined forces to form important and long-term relationships in order to transform the landscape of energy and resource collaboration. The Korea-Namibia Energy and Resources Business Forum, held on 4 September in Windhoek, represented a significant step in fostering collaboration […]

Read more »



Central Asia: Ready For A New Energy Crisis?

Via Diplomatic Courier, a report on Central Asia where much of the region appears to be teetering on the brink of another energy crisis, with major energy producing countries experiencing electricity and fuel shortages: Despite being rich in natural resources—including oil and natural gas—and investing millions of dollars in energy and power grid, last winter […]

Read more »



From Garrison Town to Gold Rush City: Life in Juba, Africa’s Youngest Capital

Courtesy of The Guardian, a look at life in Juba which – twenty years ago – was a small army settlement, but now, oil money and immigration have turned it into a precarious boomtown: Kettles steam on charcoal stoves in the cool morning breeze. It’s a rainy day in Juba, South Sudan’s capital. There are […]

Read more »


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.