Archive for 2023

Mapped: 2023 Inflation Forecasts by Country

Courtesy of Visual Capitalist, a very interesting graphical look at inflation forecasts for 2023 – with Venezuela, Argentina, and Zimbabwe showing the highest estimates: Mapped: 2023 Inflation Forecasts by Country This was originally posted on Advisor Channel. Sign up to the free mailing list to get beautiful visualizations on financial markets that help advisors and their clients. Inflation […]

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The Geopolitics of Sri Lanka’s Energy Crisis

Via The Diplomat, a report on how – with recent visits to Colombo by top officials from India and the U.S. – Sri Lanka’s power sector is becoming a theater of big power rivalry: Two top foreign officials visited Sri Lanka within a fortnight spanning late January and early February. The optics of these tightly […]

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Africa’s Streaming War Hinges On Local Content

Via Quartz, an interesting look at Africa’s streaming industry and growth potential: With streaming services today in a global race for eyeballs, market leaders such as Netflix, Disney Plus, and Amazon Prime Video have had to look beyond the borders of their home markets, especially with increased competition in North America and Europe. With rapidly increasing […]

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China Battles West for Raw Material of the Future

Via Spiegel International, a report on the battle for minerals in the DRC: The Democratic Republic of the Congo is home to perhaps the largest lithium deposit in the world. China is eagerly trying to get its hands on the valuable resource, but the concession is controlled by an Australian company. Work-hungry locals are hoping […]

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At Mining Indaba, Washington Focuses On Africa’s Strategic Minerals

Courtesy of The Africa Report, an article on the recent “Investing in African Mining Indaba” conference in Cape Town: The US administration is leading a Western initiative to secure supplies of key metals for the energy transition. But the lag behind Chinese state-owned companies, which already boast a strong presence on the continent, looks to be […]

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Somaliland’s Oil Find Could Reset The Regional Balance

Via The Conversation, a report on how the presence of oil in Somaliland has raised the stakes in Somaliland’s claim for independence from Somalia as it holds the potential for a new stream of revenue for the semi-autonomous state: What is Somaliland’s hydrocarbon potential? In 2020, Norwegian seismic survey company, TGS, estimated that the Somali basin […]

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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.