Archive for March, 2024

China and Russia Challenge US Claim to Mineral-Rich Stretches of Seabed

Courtesy of The Financial Times, a report on international reaction to a US claim to an extended area of seabed: US claims to a swath of mineral-rich seabed are being challenged by China and Russia because Washington has failed to ratify a treaty that governs access to resources in international waters. Chinese and Russian diplomats […]

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Can Europe Save Forests Without Killing Jobs in Malaysia?

Courtesy of The New York Times, an article looking at the impact of a new regulation that aims to rid the palm oil supply chain of imports that come from former forestland. Southeast Asian countries say it threatens livelihoods. The European Union’s upcoming ban on imports linked to deforestation has been hailed as a “gold standard” in […]

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Africa: Crypto’s Next Frontier

Courtesy of The Economist, an article examining why Africa’s cheap power is fueling a new type of mining boom: “Bitcoin mining is like pouring water on an even floor. It will always go to the lowest point,” says Erik Hersman, a tech entrepreneur in Nairobi, Kenya’s capital, explaining how the energy-intensive activity of creating, or “mining”, […]

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BRI, PGII, and Global Gateway: Infrastructure Development Goes Global

Via Geopolitical Monitor, commentary on the BRI, PGII, and global infrastructure development: China’s bid to improve the viability of its controversial ‘Belt and Road’ infrastructure program as the West advances rival schemes prioritizing sustainability may go some way towards enabling emerging countries to avoid the pitfalls of big development projects. Beijing’s new focus on a […]

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Malaysia’s Sarawak Targets Green Energy Powerhouse Status

Courtesy of Nikkei Asia, a look at efforts to position Malaysia’s Sarawak state as a green energy leader: In an ambitious pivot away from its entrenched oil and gas legacy, Malaysia’s Sarawak is working to carve out a new identity as Southeast Asia’s emerging green energy powerhouse, the head of the state’s investment agency told […]

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China’s BRI Pivots To Tech Sharing

Via South China Morning Post, a look at China’s BRI pivot towards technology: After years of focusing on infrastructure investment in its Belt and Road Initiative projects, China now offers its partner countries funding and expertise in clean technologies This will encourage regional nations, particularly in Southeast Asia and the Middle East, to keep engaging […]

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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.