Archive for May, 2024

The Great CPEC Mirage

Via Dawn, commentary on CPEC: IF you think China is gearing up for another round of massive business investments in Pakistan then I have a power plant to sell you. No such thing is about to happen and all the noise around a revival of the China-Pakistan Economic Corridor (CPEC) is either wishful thinking (at best) or […]

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Saudi Arabia Eyes a Future Beyond Oil

Courtesy of the New York Times, a report on Saudi Arabia’s efforts to juggle its still-vital petroleum industry with alternative energy sources like wind and solar as it faces pressure to lower carbon emissions: At a two-hour drive from Riyadh, Saudi Arabia’s capital, rows of solar panels extend to the horizon like waves on an […]

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African Countries Turn To India For Agricultural Investment

Via The Hindu BusinessLine, an article on Kenya and Uganda’s decision to offer land on lease to Indian businesses to pursue opportunities in rice, wheat, millets, floriculture, livestock: With many African countries, such as Kenya, Uganda, Botswana, and Cote d’lvoire, actively looking beyond China for attracting foreign investments in agriculture — crucial for food security and […]

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Colombia: A Petrostate In The Making

Via Energy Transition, commentary on Colombia’s export dependence on fossil fuels: Colombia is not the first country that comes to mind when we talk about oil and gas. But over the past decades, Colombia has seen rapid growth in coal and oil exports. The total value of its coal and oil exports in 2022 were $12.9 […]

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Ethiopia Shows Us Just How Fast The Transition To Electric Mobility Can Happen In Africa

Via Clean Technica, an article on Ethiopia’s EV growth: Like a lot of countries on the African continent, Ethiopia has an exceptionally low motorisation rate. Ethiopia has a population of 126 million people, but the total number of vehicles registered in Ethiopia is around 1.2 million. Most of these vehicles are over 20 years old. […]

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Africa Inc. Ready To Roar

Via The Economist, a look at African business growth which is expanding across the continent: Global gabfests tend to be gloomy affairs these days. Bigwigs bemoan the state of geopolitics, wring their hands over existential risks, urge greater global co-operation—and go home with little to show for it all. The Africa ceo Forum, a gathering that took place […]

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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.