Archive for March, 2024

China’s Global EV Domination Is Just Beginning

Via Foreign Policy, commentary on China’s global EV domination: On a recent Monday, when a generically named Chinese ship called the Explorer No. 1 docked in the German North Sea port of Bremerhaven, it may have inaugurated a new era in the global economy. What was special about the vessel was not its 653-foot length, nor […]

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Sri Lanka Cultivates Sustainable Fashion For An Economic Revival

Via Nikkei Asia, a look at Sri Lanka’s efforts to cultivate a sustainable fashion industry to boost competitiveness: The small town of Arayampathy on Sri Lanka’s eastern coast was once part of the turf contested by government troops and Tamil separatists in the country’s three-decade civil war. Now, years after the guns fell silent, the […]

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From Farm to Fuel: Inside Eni’s African Biofuels Gamble

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 […]

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Petrobras in Transition

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 […]

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Qatar’s Gas Push Has a Hidden Motive — Eliminate Coal

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 […]

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Somalia, Turkey Sign Energy Cooperation Deal

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 […]

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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.