Archive for 2023

Why False Energy Hopes Are Bad for Africa

Courtesy of Foreign Policy, commentary on how rich-world advocates are pushing outlandish green scenarios that will keep Africans poor. At the 2023 Africa Climate Summit, a coalition of 500 activist groups called for an immediate global fossil fuel phaseout and demanded a “new 100% renewable energy system” capable of meeting “all African energy needs with […]

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Putting Renewable Energy Within Reach: Vietnam’s High-Stakes Pivot

Courtesy of McKinsey, a report on how – with conducive conditions – Vietnam’s renewable-energy development could increase exponentially to attract manufacturers and ensure its energy security: Vietnam’s long-awaited Power Development Plan VIII (PDP8) has recently been approved, setting ambitious renewable-energy goals for 2030—similar to the recommendations for Vietnam to embrace renewables set out in our 2019 […]

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Abu Dhabi’s ADQ in Talks With Turkey to Build Railway for Trade Corridor

Via Al Monitor, a look at how – amid increasing cooperation between the two countries – an alternative trade corridor is planned linking Europe, the Middle East and Asia; Abu Dhabi wealth fund ADQ is reportedly in talks with Turkey to build a railway over the Bosporus in Istanbul as part of a planned trade corridor linking […]

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China’s Temu App: Not An Amazon Killer, A Dollar Store Killer

Via Bloomberg, a look at how China’s Temu is chipping away at the stranglehold that retailers such as Dollar General and Dollar Tree have over low-income and discount shoppers: Retail industry watchers are saying that Amazon.com Inc. has met its match with the viral popularity of online shopping app Temu. Owned by China’s PDD Holdings Inc., Temu […]

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How to Break China’s Hold on Batteries and Critical Minerals

Courtesy of Foreign Policy, a commentary on how the  security of clean energy is easier to manage than the security of oil; The rapid growth of electric vehicle sales finally makes real the prospect of curbing the United States’ addiction to oil, as former President George W. Bush called it, limiting climate change, and reducing […]

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China’s Green Tech Giants Link Supply Chains To Southeast Asia

Courtesy of Nikkei Asia, a look at how – from Indonesia to Vietnam – ‘clean energy’ ties ASEAN more closely to Beijing despite South China Sea tensions Just a stone’s throw from a seaside resort popular with tourists, a new industrial complex is expanding on Indonesia’s Bintan island, which lies across a narrow strait from […]

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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.