Archive for March, 2024

Africa Has Become The Newest Contest for Cash-Rich Arab Rivals

Courtesy of Bloomberg, a report on growing Middle Eastern interest in Africa: Standard Bank sees soaring interest in Africa from Gulf states UAE official says $35 billion to Egypt may not be one-off In pursuit of geopolitical clout, in 2021 the United Arab Emirates made a promise to expand aggressively into markets beyond its usual horizons. Since […]

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Shifting Conflicts Hit Key Energy Routes

Courtesy of Foreign Policy, an article on how – from Russia to Yemen – gas and oil exports have become prime targets: As global conflicts worsen, energy infrastructure and shipments from Europe to the Middle East to Asia are increasingly coming under attack. But the energy sector is also shaping the conflicts themselves—and the diplomatic […]

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UAE Eyes Zambia Mine As Minerals Race Heats Up Against Saudi Arabia, China

Via Al Monitor, a look at how wealthy Gulf countries are racing against China, Europe and the United States for minerals critical to powering the global green transition: The United Arab Emirates is increasing its push to acquire African mineral resources, scrambling against China, Saudi Arabia and others to secure contracts. Its latest foray is […]

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China Building SE Asia’s Largest Clean Energy Facility in Laos

Via Caixin Global, a report on a massive renewable energy project in Laos: What’s new: The construction of a massive renewable energy base by the China General Nuclear Power Group (CGN Group) in Laos is scheduled to begin in June, marking the start of the largest single new energy project in Southeast Asia. The project will become the […]

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Insurtech and the Opportunity In Emerging Markets

Via Amir Kabir, detailed analysis of the insurtech opportunity in emerging markets: In the ever-evolving landscape of finance and technology, one industry has been making waves by addressing a longstanding issue: the accessibility of insurance in emerging markets. Among the drivers of economic growth and development in emerging countries, insurance is often overlooked in favor […]

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Equatorial Guinea: Major LNG Hotspot in West Africa

Via Energy, Capital & Power, a report on Equatorial Guinea’s LNG ambitions: As a mature producer, Equatorial Guinea is prioritizing near-field, infrastructure-led exploration to yield new discoveries and bring additional resources into production. Trident Energy launched a three-well infill drilling campaign on Block G at the start of this year utilizing the Island Innovator rig, with all three wells […]

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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.