Picking Up Steam: Africa to Overtake Europe in Geothermal Capacity by 2030
December 4th, 2023
Via Rystad Energy, a report on Africa’s growing geothermal sector: Africa’s geothermal sector will attract at least $35 billion in investments by 2050, showing the critical role geothermal is set to play in meeting the continent’s rapidly growing energy demand. Rystad Energy’s latest projections reveal this significant investment will see Africa’s installed geothermal capacity surpass […]
Read more »The Economics of China’s “Involuted Kings”
December 4th, 2023
Via Panda Paw Dragon Claw, commentary on the underlying momentum in China’s EV and renewables sectors: Editor’s Note: The strong export performance of the “New Three” (solar PV, EV and battery) in the past few years has generated interest in the manufacturing revolution in China today that is not only re-making the country’s industrial landscape but […]
Read more »Zanzibar’s Bid To Be A Pan-African Tech and Education Hub
December 3rd, 2023
Via Semafor, a look at Zanzibar’s bid to be a pan-African tech and education hub: Zanzibar, the group of islands known for its sandy beaches and tourism resorts, has spent the last year making a concerted effort to reinvent itself as a global tech hub for African startups and digital natives. But it also now […]
Read more »Inside Foxconn’s Struggle To Make iPhones In India
December 3rd, 2023
Via Rest of World, an interesting look at Foxconn’s efforts to make iPhones in India: When Chinese engineer Li Hai left the wintry cold of northern China and flew into the humid heat of Tamil Nadu in southern India, he had little idea what to expect. It was early 2023. Months before the trip, a […]
Read more »Colombia Makes History at COP28
December 3rd, 2023
Via Global South Perspectives, a report on Colombia’s decision to formally join the bloc of nation-states seeking to negotiate a Fossil Fuel Non-Proliferation Treaty, the tenth country to call for an international treaty to phase out fossil fuels with a comprehensive just transition framework and the first major fossil fuel exporter to endorse the initiative: I’m getting […]
Read more »Emerging Europe: Standout Emerging Market Region This Year
December 3rd, 2023
Courtesy of Schroders, commentary on emerging Europe, a bright spot in a challenging year for emerging markets: It has been a tough year for global emerging markets (EM) given a combination of strong US performance, and weak China performance. Dispersion of returns within the EM universe has been wide, and there have been winners and […]
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.