Archive for 2023

Kudu Gas: A Transformative Leap for Namibia Towards Energy Independence

Via Energy, Capital, and Power, a report on Namibia’s Kudu Gas project: Expected to start commercial production in 2026, the Kudu Conventional Gas Development in Namibia’s Orange Basin is poised to be a game changer  for the country’s energy sector. Last month, the government announced plans to collaborate with oil and gas supermajors TotalEnergies and […]

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Mexico’s Banking Industry

Via Latinometics, a look at Mexico’s banking industry and the surprising ascendancy of Mercado Pago: Longtime Latinometrics readers – intelectuales, as we call them – will know that we once called Brazil the banking capital of Latin America. We stand by that assessment, given that five of the region’s biggest banks are based there. But don’t think for one second […]

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Billionaire Mark Cuban Backing $1 Billion Congo Carbon Plan

Courtesy of Bloomberg, a report on a $1B project in the Democratic Republic of Congo related to carbon credits: dClimate signs MoU with Congo government to start registry Deal eyes $1 billion in credits over 10 years at $7 to $10 A climate startup backed by investors including billionaire Mark Cuban signed a preliminary deal to generate […]

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Cambodia’s Economy Must Keep Evolving

Via East Asia Forum, commentary on Cambodia’s economy: From 1999 to 2019, Cambodia’s economy surged, displaying an impressive compound annual growth rate of 7.7 per cent and driving a fivefold increase in per capita income from US$323 to US$1621. But these statistics belie the country’s underlying structural frailties. The COVID-19 pandemic in 2020 laid bare […]

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BRICS Influence in Africa Grows with TV Media Deals

Via Semafor, a report on how BRICS influence in Africa is growing with TV media deals: The BRICS economic bloc of countries is aggressively expanding its media presence in Africa through its Moscow-headquartered broadcast network to counter Western narratives in the Global South. TV BRICS — which is centered on programming from member countries Brazil, […]

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Rare Debt Deal Brings Somalia in From the Cold

Via Bloomberg, a report on Somalia’s debt deal: Somalia is coming in from the cold. On Wednesday, the Horn of Africa nation ended three decades of being locked out of the global financial system when it signed an agreement with multilateral lenders canceling $4.5 billion of debt it couldn’t repay. It’s a testament to the […]

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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.