Archive for January, 2024

Xi’s Empty Dream City Shows Limits of His Power, Even in China

Courtesy of Bloomberg, a look at how China has spent more than double the cost of the Three Gorges Dam on building a futuristic megacity. But will people come? In 1979, Deng Xiaoping drew a circle on the map around China’s southern coast and created Shenzhen, an experiment in capitalism, according to a popular ode to the […]

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Financing Power Transmission — Not Just Generation — To Meet Africa’s Climate Goals

Via Impact Alpha, commentary on the importance of financing power transmission—not just generation—to meet Africa’s climate goals: Renewable energy generation and storage opportunities were a key focus at last week’s Africa Climate Summit in Nairobi, culminating in $26 billion in new funding commitments to climate projects. A large but overlooked energy investment opportunity: power transmission.  Transmission […]

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‘Silicon Bali’: Asia’s Paradise for Sustainability Startups?

Via Eco Business, a look at how Indonesia – as it recovers from a pandemic-induced slump – is trying to diversify its economy beyond tourism and attract green business: The lifting of Covid-19 restrictions in June 2023 brought a tsunami of visitors back to Bali, Indonesia’s “island of the Gods”. Many of the more than 4 million foreign visitors […]

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Pakistan’s Military Wants To Kickstart Nation’s Green Revolution

Courtesy of Bloomberg, a report on how Pakistan’s armed forces are seen by some as crucial to attracting foreign investment into a key portion of a beleaguered economy: Pakistan sees farming potential amid the rolling sand dunes of Punjab’s Cholistan desert. Here, in the South Asian nation’s vast central plains, the government plans to lease […]

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Affirma Gets $145 Million Zambia Power Deal After Threefold Gain

Via Bloomberg, an article on a US$145M power deal supply the biggest Congo, Zambia mines: Copperbelt Energy supplies among biggest Congo, Zambia mines Region is an increasingly important source of critical metals Affirma Capital closed a $145 million deal that gives it a direct stake in a key supplier of power to some of the […]

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Scramble for the Sahel – Why France, Russia, China and the U.S. Are Interested in the Region

Via The Conversation, a look at geopolitical and investment interest in the Sahel: The Sahel, a region 3,860km wide located south of the Sahara Desert and stretching east-west across the African continent, has been a focus of attention around the world recently. In the last decade, issues such as terrorism, insecurity and trafficking have characterised the region. Military takeovers have been a […]

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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.