Archive for June, 2024

Africa Enters Infrastructure Boom

Via WhyAfrica, a report on Africa’s infrastructure boom: Africa enters infrastructure boom Inadequate infrastructure remains a challenge, but also creates investment opportunities. With African government committing billions of dollars to infrastructure development, the continent is touted to be entering a 20 to 30-year infrastructure development boom. Infrastructural development is pivotal to all aspects of social and economic […]

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Oil Exploration Boom In Namibia

Via Reuters, a report on Namibia’s oil boom: Namibia has become an oil exploration hotspot after several discoveries in recent years along its coast. It has not yet produced any oil or gas, but oil majors such as TotalEnergies (TTEF.PA), opens new tab and Shell (SHEL.L), opens new tab have made discoveries estimated at 2.6 billion barrels, with production in the […]

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Morocco’s Green Hydrogen Opportunity

Via Energy Transition  substack, commentary on Morocco’s green hydrogen opportunity: Morocco is one of the world’s most promising locations for exporting green hydrogen. As the world’s major economies move toward a net zero future, green hydrogen can play an important role in various use cases, from fertilizer production (e.g., green ammonia) to heavy industry (e.g., […]

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Playing Catch-up? West-China Competition in the Global South

Via Geopolitical Monitor, a report on West-China competition in the Global South: How does the West stand in the ‘Cold War 2’ contest with China for allies in the Global South? The straightforward answer is: poorly. Why? China decided to instrumentalize its overseas reserves in 2013 by announcing the Belt and Road Initiative (BRI) and putting […]

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The Horn Of Africa States: The Region Can Do Better

Via Eurasia Review, commentary on the Horn Of Africa States: The Horn of Africa States region commands the major waterway, which connects the Indian ocean to the Suez Canal including the chokepoint of Bab El Mandab Straits. It is a troubled region, which neighbors the economically rising West Asian states of the Saudi Arabia, Qatar, […]

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Why Barrick Gold Remains Interested in Pakistan’s Reko Diq Reserves

Courtesy of The Diplomat, a report on Barrick Gold’s interest in the rugged terrain, sandy expanses, and arid deserts of Chagai, under which lies one of the world’s largest undeveloped gold and copper reserves: During his meeting in March with a delegation from the Barrick Gold Corporation, Pakistani Prime Minister Shehbaz Sharif discussed the controversial Reko Diq project. 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.