Archive for 2023

Transsion: Now the World’s Fifth Largest Phone Maker Thanks to Africa

Via Semafor, a report that China’s Transsion is now the world’s fifth largest phone maker thanks to Africa: > What is Transsion’s story? Transsion is a phone manufacturer based in Shenzhen, China, whose brands are Tecno, Itel and Infinix. Though largely unknown to Chinese consumers, Transsion really began establishing a presence in Africa in the […]

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The Mongolia-China-Russia Trilateral After the Belt and Road Forum

Via The Diplomat, a look at Mongolia’s, China’s, and Russia’s different, if convergent, goals for their trilateral cooperation, headlined by the Power of Siberia 2 mega-project: Beijing’s Belt and Road Forum (BRF) means business for neighbors Russia and Mongolia, both of which are always looking to boost economic activities with China. This year, the meeting […]

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How Green Hydrogen Put Namibia On The Map

Via fdiIntelligence, a look at how the world’s second most sparsely populated country is on track to become a green exporter: When the Namibian government sounded out market responses to the possibility of a green hydrogen project in mid-2021, it put a considered bet on its country’s future.  Later that year, Namibia-based Hyphen Hydrogen Energy, […]

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US Lends $553M To Majority Adani-Owned Port in Sri Lanka

Courtesy of The Financial Times, a report on US plans to lend $553mn for the development of a container terminal in Sri Lanka operated by Indian tycoon Gautam Adani as Washington works to counter China’s influence in the country: The US will lend $553mn for the development of a container terminal in Sri Lanka operated […]

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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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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.