Archive for November, 2023

Geely Eyes EV Foothold in Southeast Asia with $10B Malaysia Hub

Via Nikkei Asia, an article on a Chinese automaker doubling down on its Proton partnership: Chinese automaker Geely has teamed up with Malaysian partner Proton Holdings to stage a comeback in Southeast Asia’s electric vehicle market, fueled by a $10 billion investment in Malaysia. One of the biggest attractions at last month’s Malaysia International Motor […]

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Namibia: Set To Become First African Country To Run A Decarbonized Iron Plant

Via Business Insider, a report on Namibia moves to become the first African country to run a decarbonized iron plant: Namibia initiates Africa’s inaugural decarbonized iron plant using only green hydrogen.  The Oshivela project in western Namibia is set to produce 15,000 tonnes of carbon-free iron yearly.  Namibia’s strategic green hydrogen initiative targets cost-effective green iron […]

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Where China’s Lithium Monopoly Comes From

Via The Diplomat, a report on the real issue with lithium, specifically that there is no shortage of raw lithium, but rather China’s dominance of lithium processing is where the potential problem lies: 2,850,000 billion and 20 million: two numbers that can enlighten us all about the looming lithium shortage. That first is mine and […]

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Namibia Plans to Electrify all Households by 2040

Via Namibia’s The Brief, a report that Namibia plans to electrify all households by 2040: Namibia plans to electrify all households by 2040, Mines and Energy minister, Tom Alweendo has revealed. The government’s plans are outlined in the recently approved National Electrification Policy. “I am pleased to share that our government recently approved the National […]

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Power Ship Company that Cut Electricity in African Cities Eyes Expansion

Via Semafor, an article on Karpowership’s plans to grow its African footprint: A Turkish company whose floating power ships switched off the electricity supply to two of Africa’s poorest cities in recent months says it is in talks with six more countries to expand across the continent. But critics argue it only provides a short […]

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China’s Global Network of Strategically Vital Ports

Via The Washington Post, a look at how China has acquired a global network of strategically vital ports: A decade ago, Chinese President Xi Jinping launched the Maritime Silk Road, the oceanic component of his flagship Belt and Road Initiative aimed at improving China’s access to world markets by investing in transportation infrastructure. The initiative’s […]

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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.