Pipe Dreams: Ghana’s Aluminium Plan Too Good To Be True?
September 5th, 2023
Courtesy of The Africa Report, a report on Ghana’s hopes to become the first nation on the continent to achieve full vertical integration in the aluminium industry: Picking up from what has been left of a 1960s attempt to build an aluminium empire, Ghana Integrated Aluminium Development Corporation (GIADEC) is seeking to attract $6bn worth […]
Read more »Turkey, Egypt Defy Emerging Markets’ Worst August in Years
September 5th, 2023
Via Bloomberg, an article on emerging markets’ stock index performance in August: Turkey and Egypt have gone from underdogs to star performers as emerging-market stocks endured the worst August since 2015. Stocks traded in Istanbul and Cairo are the biggest gainers among peers in the month, defying a 6% slump across emerging markets. The nations’ policy resets […]
Read more »Clean Energy Projects Are Booming Everywhere. Except in Poor Nations.
September 4th, 2023
Courtesy of the New York Times, an article on some of the big obstacles to clean energy deployment in developing nations. But in Democratic Republic of Congo, a hard-fought solar investment shows a possible path forward: The world is racing ahead with enormous investments in renewable energy, for the first time this year plowing more […]
Read more »The Green Great Game Is This Century’s Space Race
September 4th, 2023
Courtesy of The Diplomat, interesting commentary on how the rivalry for access to raw materials to facilitate the energy transition will turn the “Green Great Game” into one of the defining geopolitical features of the 21st century: The upcoming COP28 global climate conference, which follows U.S. Climate Envoy John Kerry’s recent visit to China, has renewed the narrative of […]
Read more »Iran, Turkey, Saudi Arabia: ‘Welcome Joint Investment’
September 4th, 2023
Via The Iran Project, a report on a recent announcement that Iran, Saudi Arabia, and Turkey would welcome joint investment: The Iran Project – Iranian Foreign Minister Hossein Amirabdollahian declared that Iran, Saudi Arabia, and Turkey have welcomed a summit aimed at improving economic and commercial cooperation and joint investment. He made the comments during […]
Read more »When the (Pop) Music Stopped in Gabon
September 3rd, 2023
Via Semafor, a look at how Gabonese wealth was splashed around over the decades was through a familial love of music, particularly spending on bringing some of the world’s biggest stars for one-off performances in the capital, Libreville: There is a deep love for music that runs through the Bongo family but it is their […]
Read more »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.