Archive for 2023

Acumen, Climate Fund Have $250 Million Solar Plan for Africa’s Poorest Nations

Via Bloomberg, an article on the Hardest-To-Reach Initiative: Hardest-to-Reach Initiative focuses on 16 African nations Countries targeted include Congo, Somalia and Sierra Leone The world’s biggest climate fund is backing Acumen, a US-based company that promotes universal energy access, in establishing a $250 million facility to bring electricity from off-grid solar projects to 72 million […]

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Kazakhstan Turns Toward China Amid Cooling Relations With Russia

Via the Jamestown Foundation, a report on Kazakhstan’s turn towards China amid cooling relations with Russia: In late October, Kazakhstan halted the export of 106 products to Russia, a move attributed to Astana’s growing compliance with Western sanctions. Kazakhstan’s Deputy Minister of Trade and Integration Kairat Torebayev confirmed that the banned products are primarily linked to […]

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West Faces Long Struggle To Loosen China’s Grip on Africa’s Critical Minerals

Courtesy of The Africa Report, commentary on the long struggle faced by the West to loosen China’s grip on Africa’s critical minerals: China is in pole position to negotiate minerals access with African governments keen to add more value locally. China has built a long head start over the West in securing access to Africa’s […]

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Chinese Nickel Miners in Indonesia Face Threat from Falling Prices

Via Caixin Global, a report on how Chinese nickel miners in Indonesia face a threat from falling prices: A nickel rush in Indonesia by Chinese mining companies over the last decade may come to a halt as falling prices for the metal used in steel production makes processing the material in the Southeast Asian country […]

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What Africa Can Learn From Morocco’s Thriving Economic Zones

Via The Africa Report, a look at how Africa’s new free trade agreement can catalyse industrialisation in special economic zones, says the head of Morocco’s Tanger Med Zone, but only if they get the infrastructure and business model right: Morocco’s Tanger Med, Africa’s largest and most developed industrial port complex, has been for years playing […]

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The Chinese Recycling Gem

Courtesy of The Wire China, a look at one of the Chinese firms spearheading the growing industry around recycling batteries: The world’s transition to electric vehicles is raising new questions for companies and governments — including what to do with EV batteries once they’re no longer usable. China, already at the forefront of EV production, […]

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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.