Archive for May, 2024

Power of Siberia 2: Close Deal or Re-Route?

Via Asia Times, a look at the geopolitics surrounding the Power of Siberia 2 as China debates how alternate Kazakhstan gas route affects Mongolia route plan: A plan to transit Russian natural gas to China via Kazakhstan has recently triggered a hot debate among Chinese pundits over the fate of the long-discussed Power of Siberia […]

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American Express Sees Nigeria’s ‘Upward Trajectory’ As Ripe for Credit Cards

Via Semafor, an article on American Express’ interest in Africa: Card payments provider American Express rolled out four new credit cards in Nigeria this week, in its push to become a dominant player in Africa’s fledgling credit market. The cards, which are dollar-denominated and target both individuals and businesses, are produced with O3 Capital, a […]

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Indonesia Bets Big on Electric Vehicles

Via Foreign Policy, an article on Jakarta’s big bet on the green transition: “It took 40 or 50 years to industrialize China,” said Rachmat Kaimuddin, Indonesia’s deputy coordinating minister for investment and maritime affairs. “We may have to be faster.” Indonesia’s government has set an ambitious target of becoming a developed nation by 2045—partially through […]

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Infrastructure Is Remaking Geopolitics

Courtesy of Foreign Affairs, a look at how infrastructure is remaking geopolitics: Falling water levels in Panama’s Gatún Lake. A cyberattack on a payment platform. An earthquake disrupting silicon-chip production in Taiwan. Elon Musk deciding which countries have access to the Internet. At first glance, these things have nothing in common other than their recent […]

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The Horn Of Africa States: The Coming Danger To Its Blue Economy

Via Eurasia Review, commentary on the proposed East African Federation: The East African Federation is a proposition on the table. It is to be a union of the eight EAC members and any other member that would join it in the future into a single federated sovereign state. The current members include in Alphabetical order […]

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Equatorial Guinea: Window Into China / U.S. Competition in Africa

Via Foreign Policy Research Insitute, a look at Equatorial Guinea’s role as a “window” into competition between China and the U.S. in Africa: BOTTOM LINE Equatorial Guinea, one of the smallest countries in Africa, is fragmented and at the epicenter of the US-China competition in Africa. Its story provides insights in dealing with developing countries […]

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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.