Archive for September, 2024

The Edifice Complex: Skyscrapers Reflect Geopolitical Ambitions

Via The Economist, a look at what skyscrapers reveal about the countries that build them: A skyscraper is a statement of ambition. No surprise, then, that Saudi Arabia wants to build the world’s tallest. Construction on the Jeddah Tower stopped in 2018 but will restart soon; when completed, it will be the first building ever […]

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Driving Change: How EVs Are Reshaping China’s Economic Relationship with Latin America

Via the Center for Strategic and International Studies (CSIS), a report on how Countries in Latin America and the Caribbean (LAC) are navigating a new geopolitical moment. Some LAC countries are benefitting from increased access to low-cost, high-quality electric vehicles (EVs) and new investment throughout the value chain from China that can help meet governments’ […]

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The U.S. Has a Better Offer for Africa Than Debt

Via Foreign Policy, commentary on how the U.S. can be more strategic in its outreach to Africa given that Washington can’t outcompete Beijing-backed banks: This month, Chinese President Xi Jinping pledged more than $29 billion in new lending commitments at the triennial Forum on China-Africa Cooperation. Washington has once again misunderstood this as a symbol of Chinese economic strength. […]

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Kazakhstan: Well Positioned To Become Global Player In Green Hydrogen Industry

Courtesy of Illuminem, a detailed analysis of Kazakhstan’s green hydrogen-water-food nexus:  Kazakhstan is well-positioned to become a global player in the green H2 industry. According to Carbon Tracker (2023), “the upcoming 10-15 years will be crucial for laying the foundation of the new economy [in Kazakhstan]. Failure to do so will result in economic stranding […]

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The Laotian Las Vegas

Via Airmail, commentary on one reporter’s weekend in the Laotian Las Vegas, where an opulent casino lies at the heart of a vast human-, drug-, and wildlife-trafficking operation: In July, two friends and I arrived at an immigration checkpoint in the Thai port of Chiang Saen, duffel bags in tow. We were going to the […]

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A Strategic Win: Pakistan-Turkmenistan Gwadar Deal Redefines Regional Trade

Via Eurasia Review, commentary on how the Pakistan-Turkmenistan Gwadar deal will redefines regional trade: As global power dynamics shift, Pakistan stands at the forefront of a new geopolitical landscape, solidifying its role as a regional powerhouse with the upcoming signing of the Memorandum of Understanding (MoU) with Turkmenistan for access to Gwadar Port. This development, […]

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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.