Archive for August, 2024

Laundering Carbon—The Gulf’s ‘New Scramble for Africa’?

Via International Viewpoint, critical commentary on the Gulf’s involvement in African carbon offset projects: In early November 2023, shortly before the COP28 summit opened in Dubai, a hitherto obscure UAE firm attracted significant media attention around news of their prospective land deals in Africa Kenyatta Ngusilo (C), a member of the Ogiek community, watches as […]

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China Drives African Lithium Surge to Lock in Key Battery Metal

Via Bloomberg, a report on how Chinese miners and refiners are driving a surge in African lithium output: African mines projected to account for 14% of supply by 2028 West is lagging behind China in securing critical minerals Chinese miners and refiners are driving a surge in African lithium output, shrugging off concerns over a […]

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The Sleepy Czech Town Helping Europe Compete in the Global Chip War

Via Bloomberg, an article on a $2 billion investment by a US company which promises to create a tech hub in the Czech Republic and help modernize the country’s stagnating economy: The Czech town of Roznov pod Radhostem was best known for its rum-drizzled sweet pies and an open-air museum showing off historical wooden houses. […]

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Philippines’ Biggest Fast-Food Brand Has Fresh Plans To Challenge Starbucks

Via Forbes, an article on how Billionaire Tony Tan Caktiong’s Jollibee Foods, run by his brother Ernesto Tanmantiong, is spending big to expand its coffee sales around the world: Jollibee Foods has long-sought the turf of American icon, Starbucks, the Seattle-based coffee giant with over 39,000 stores worldwide. The listed operator’s popular fast-food chain Jollibee already […]

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TotalEnergies’ Pakistan Exit Stirs Corporate Exodus Fears

Via Nikkei Asia, a report on TotalEnergies’ Pakistan exit, the latest Western multinational to quit crisis-hit Asian nation France’s TotalEnergies has joined a growing list of Western multinationals slashing their exposure to Pakistan, in the latest blow for the economy in crisis. At least nine companies, including Norwegian telecom Telenor and Shell Oil, have announced […]

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Is India on the Way to Number Three?

Via Foreign Policy In Focus, a look at how – with one million people turning 18 each month – India stands on the precipice of a demographic dividend—or disaster: The rise of India has reshaped regional and global landscapes over the past decade. Since Narendra Modi stormed to power in 2014, India’s economy has advanced […]

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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.