From Farm to Fuel: Inside Eni’s African Biofuels Gamble
March 8th, 2024
Via Transport and Environment, an in-depth look behind the scenes of Eni’s new green strategy: developing new agricultural production channels from scratch in six African countries to supply its refineries and the emerging ‘green’ aviation market. All against the backdrop of the Meloni Government’s new influence strategy in Africa, the Mattei Plan, which gives pride of […]
Read more »Petrobras in Transition
March 8th, 2024
Via Phenomenal World, an interview on Brazil’s Petrobras: Luiz Inácio Lula da Silva’s campaign for his third term as Brazil’s president was defined by the idea of reconstruction. This encompassed a political recovery from the antidemocratic reign of Jair Bolsonaro, as well as the promise of reindustrialization and a green transition for Brazil’s economy. Key […]
Read more »Qatar’s Gas Push Has a Hidden Motive — Eliminate Coal
March 7th, 2024
Via Bloomberg, commentary on Qatar’s efforts to exploit the energy transition by boosting LNG production: The energy transition will eventually be a zero-sum game — for one energy source to win, another must lose. The obvious battle is between renewables and fossil fuels. But even within the fossil-fuel camp, natural gas and coal are fighting […]
Read more »Somalia, Turkey Sign Energy Cooperation Deal
March 7th, 2024
Via The East African, a report on growing Turkish/Somalia ties: Turkey signed an oil and natural gas cooperation deal with Somalia on Thursday, the Turkish Energy Ministry said, further strengthening bilateral ties after agreeing a defence deal last month. The Energy Ministry said the energy deal includes exploration, evaluation, development and production of oil in […]
Read more »India Rises As Emerging Markets Darling
March 7th, 2024
Courtey of Forbes, bullish commentary on India: The India bulls are charging. If the emerging markets universe had an anointed darling last year, it would be India – and the momentum is still growing. Net inflows into exchange traded funds (ETFs) focused on Indian stocks shattered records in 2023, clocking in at $8.6 billion last year. India’s […]
Read more »Chinese Investment in Asia Rose 37% in 2023, Led by Indonesia
March 7th, 2024
Courtesy of Nikkei Asia, an article on growing Chinese investment and construction activity in the Asia-Pacific region: Chinese investment in the Asia-Pacific region rose sharply in 2023, a new report shows, bucking global trends even as the world’s No. 2 economy sputters. The report by Brisbane’s Griffith University and Shanghai’s Fudan University shows that Chinese […]
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.