Archive for 2023

Beijing and Washington Are Battling Over Africa’s Green Future

Courtesy of Foreign Policy, an article on how the global energy transition depends on building partnerships with African states. In March 2023, three renewable energy players—Conjuncta from Germany, Infinity from Egypt, and Masdar from the United Arab Emirates—signed an agreement with Mauritania’s government to develop a colossal green hydrogen project in the country, worth a […]

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International Competition Over Turkmenistan’s Transport Routes Intensifies

Via Jamestown Foundation, a report on how international competition over Turkmenistan’s transport routes has intensified: As Turkmenistan has been closed off from the rest of the world for most of the period since 1991 and as Ashgabat’s commitment to neutrality has meant that it is not a participant in many multilateral forums, Turkmenistan frequently has […]

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Nusantara: Building A New “Green” Capital From The Ground Up

Indonesia is attempting to build a green, walkable city from scratch. It’s a big, bold idea championed by Indonesia’s president Joko Widodo and motivated, in part, by the fact that the capital Jakarta is sinking. And yet only 15 months before Widodo’s deadline to inaugurate the nation’s replacement capital, bulldozers are still clearing acres of […]

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Last-Mile Delivery Startups Are Saving The Day For Nigeria’s Small Businesses

Via Rest of World, a look at how inconsistency and theft by independent couriers previously plagued small shops in Nigeria, but now more organized apps benefit riders and sellers alike: As e-commerce booms in Nigeria, small businesses are gaining new customers through social media. But theft and delays by traditional delivery riders have affected sales. […]

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As West Surges Towards Electric Cars, Unwanted Gas Guzzlers Go To Africa

Via CNN, an article on how America’s unwanted gas guzzling cars end up in places like Benin, Nigeria, and Kenya: Standing on the stony ground in the bustling Fifa Park car lot, Rokeeb Yaya is haggling over the price of a dark red car. It is one of a couple hundred vehicles, parked in long […]

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Rise of Geopolitical Swing States

Via Goldman Sachs, interesting commentary on the growing importance of what they term “geopolitical swing states”, countries such as India, Brazil, UAE, Qatar, and Vietnam among others: Executive summary As the U.S. and China coexist, compete, and confront each other to determine who will set the geopolitical rules, they will either court or thwart an […]

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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.