Could Oman Lead the Green Hydrogen Revolution?
March 17th, 2024
Via The Business Year, a look at Oman ambitious energy transition plan and hopes to become a leading producer of green hydrogen: The export of petroleum has fueled the growth of Oman’s economy since the 1960s. The Sultanate’s energy sector is now trying to present the world with another export: hydrogen. Last winter, the inaugural Green Hydrogen Summit Oman (GSHO) was […]
Read more »South African Ports Fail to Gain From Diverted Red Sea Traffic; Namibia and Madagascar Gain
March 16th, 2024
Courtesy of Bloomberg, a report on how Namibia and Madagascar are gaining from diverted Red Sea traffic: Madagascar, Namibia, among those benefiting from rerouting South Africa’s port problems see it miss out on some traffic Africa’s inefficient and aging ports are hampering the continent’s chances of capitalizing on a surge in ship traffic that’s avoiding […]
Read more »The Dawn of India’s Semiconductor Era
March 15th, 2024
Courtesy of The Diplomat, an article on New Delhi’s efforts to develop an entire ecosystem, from design to manufacturing, rather than focusing on a specific segment of the chip industry: India is not a passive onlooker in the unfolding global geopolitics of semiconductor production. As both one of the largest markets for electronics and a […]
Read more »The Submergence of Emerging Markets
March 15th, 2024
Via Diplomatic Courier, commentary on how many emerging market economies are slowing more quickly than advanced economies and are losing the attention of investors—largely due to bad domestic policies: It was an off–the–record, online conversation about the state of the world. Nobel laureates, former government officials, and hedge–fund managers held forth on geoeconomics, warfare, artificial […]
Read more »Namibia’s NAMCOR Talks Becoming Energy Self-Sufficient
March 15th, 2024
Via Energy, Capital & Power, a report on Namibia’s national oil company: As the national oil company of Namibia, NAMCOR is committed to harnessing the country’s full hydrocarbon potential and is currently working with operators to appraise recent offshore discoveries. Last September, Energy Capital & Power spoke with Former Managing Director Shiwana Ndeunyema about NAMCOR’s […]
Read more »India ‘Pulling Out All Stops’ To Edge Out China As World’s Supply Chain Leader
March 15th, 2024
Via South China Morning Post, a report on India’s efforts to take over China’s role as supply chain to the world: Modi is using India’s growing appeal as the world’s fastest-growing major economy and alternative to China for global supply chains to clinch free trade pacts In a departure from its protectionist past, India is […]
Read more »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.